Financial Services Representative

4 weeks ago


South Beloit, Illinois, United States Hughes Resources Full time
Job Description

At Hughes Resources, we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our members by offering deposit and loan services in a professional and courteous manner.

Responsibilities:
  • Open and close memberships, including lending and deposit accounts transactions.
  • Perform routine member transactions, such as account inquiries, transfers, check withdrawals, stop payments, and general information.
  • Ability to handle problem resolutions and answer phone calls from customers.
  • Process transactions and respond to inquiries made by members via telephone or email.
  • Assist members with loan inquiries, loan applications, loan balance/payoffs, quotes, and premiums.
  • Understand and cross-sell loan products and services.
  • Redeem US Savings Bonds and direct members to online purchases of US Savings Bonds.
  • Order members checks.
  • Understand and follow all company policies and standard procedures.
  • Remain aware of, understand, and comply with regulatory and compliance issues for consumer loans and deposit accounts.
Requirements:
  • Must be bilingual.
  • HS Diploma or equivalent required.
  • Must be service-minded and team-oriented.
  • Proficiency in Microsoft Word, Excel, and Outlook required.
  • Strong written and verbal communication skills important.
  • Requires effective member relation/cross-selling skills.
  • Ability to manage multiple priorities.
  • Requires well-developed interpersonal skills for communicating information.
  • Experience in a financial institution, previous lending/deposit account experience is preferred.

As a Financial Services Representative at Hughes Resources, you will have the opportunity to work in a dynamic and fast-paced environment, providing exceptional customer service to our members. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.



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