Financial Services Representative

1 day ago


Winter Park, Florida, United States Self-Help Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Self-Help. As a Financial Services Representative, you will serve as a liaison between our members and the credit union, providing exceptional customer service and promoting our products and services.

Key Responsibilities
  • Manage the consumer loan process from initiation through pre-qualification to closing, including interviewing loan applicants, preparing applications, and providing timely and accurate disclosures to members.
  • Work with members to meet their financial service needs, promoting credit union products and services based on their requirements.
  • Process share deposit payments, loan payments, CD and lines of credit transactions, and disburse cash and check withdrawals.
  • Open, close, and balance cash drawers daily, handle Vault Teller responsibilities, and balance ATM daily.
  • Initiate conversations to suggest new products and services, and participate in Credit Union outreach events.
  • Adhere to general regulatory procedures and maintain strong relationships with internal and external customers.
Requirements
  • 3-5 years of experience in a financial institution or customer service industry, preferred.
  • Ability to form and maintain strong relationships with internal and external customers.
  • May be required to travel to cover other branches.
  • High school diploma or equivalent.

We offer competitive nonprofit compensation, based on experience, plus a generous benefits package. Starting at $22.00 an hour. For more information, please visit our website.



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