Financial Services Representative

2 days ago


Leavenworth, Kansas, United States CommunityAmerica Credit Union Full time

pTheFinancialServicesRepresentativeroleatCommunityAmericaCreditUnioninvolvesdeliveringexceptionalmemberservicethroughtheexecutionoffinancialtransactionsandassistingmemberswiththeirfinancialneeds./ppThepositionplacesemphasisonfosteringmemberrelationshipsbyproactivelyrecommendingproductsandservicestomeettheirneeds./ppResponsibilitiesinclude:/pulliDeliveringahigh-levelofmemberservicebygreetingmembersinawarmandinvitingwaywhileexhibitingaprofessionalpresencewithconfidence./liliAssistinginmeetingandexceedingindividual,team,andcredituniongoalsbyreferringappropriateproductsandservices./liliProcessingfinancialtransactions,includingdeposits,withdrawals,loanpayments,transfers,andcashier'schecks./liliPerformingfinancialtransactionsinanefficientandaccuratemannerbyprovidingaccurateaccountinformationusingaccountsecurityproceduresandrecognizingaccountflags./liliUnderstandingandidentifyingpotentialmemberfraudsituationsandfollowingreportingprocessesasneeded./liliMaintainingaworkingknowledgeofendorsementrequirementsandcreditunionpoliciesregardingtheacceptanceofchecks./liliPromotinghonestandopencommunicationthroughoutthecreditunion./li/ulpRequirementsinclude:/pulliHighschooldiplomaorequivalent./liliPreviouscustomerserviceexperiencepreferred./lili1+yearscashhandlingexperience./li/ulpThispositionservesasafoundationalroleforindividualsaspiringtoadvancetheircareerwithinthebankingindustry./p



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