Financial Service Representative

1 week ago


Titusville, Florida, United States Launch Credit Union Full time
Job Details

The Member Services Representative II role at Launch Credit Union involves delivering exceptional service to members by handling various transactions, examining checks, referring credit union products and services, and maintaining accurate cash handling. The successful candidate will interact with members face-to-face in a fast-paced environment and be responsible for meeting their initial requests. They will also assist members with opening consumer and business accounts, issuing debit cards, wire transfers, disputes, and fraud, while following all safety and compliance procedures to protect the assets of the credit union and its members.

Key Responsibilities
  1. Processes transactions, including deposits, withdrawals, transfers, loan payments, and check cashing.
  2. Examines checks for validity and processes them through the check scanning system, determining and placing applicable holds.
  3. Balances cash drawers and checks daily, accurately accounting for all cash and monetary instruments.
  4. Verifies member identity and communicates with members according to service standards.
  5. Identifies member needs and recommends appropriate products and services, referring members to branch representatives or business partners as needed.
  6. Meets production goals and resolves member issues promptly and professionally.
  7. Maintains confidentiality and monitors the member-tracking system to assist members in a timely manner.
  8. Contacts Member Solutions regarding member payments and follows operational procedures to maintain accuracy, manage risk, and prevent fraud.
  9. Issues replacement debit and credit cards and completes the branch End of Day sheet.
  10. Assists members with various services, including account opening, updates, safe deposit boxes, disputes, wire transfers, and more.
Requirements

To be successful in this role, you should have a minimum of two years of similar or related experience, with a minimum of one year of experience in identifying member needs and offering products and services in a production-driven environment. A high school diploma or GED is required, along with strong interpersonal skills, written and verbal communication skills, and the ability to build rapport with members. Proficiency in computer software applications and knowledge of credit union products and services are also essential.

Working at Launch Credit Union

At Launch Credit Union, we value our members and strive to provide exceptional service. If you are a motivated and customer-focused individual who is passionate about delivering outstanding service, we encourage you to apply for this exciting opportunity.



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