Financial Services Representative

4 days ago


Vandalia, Illinois, United States Land of Lincoln Credit Union Full time
Financial Services Representative Job Description:

The Financial Services Representative, also known as a Universal Banker, plays a critical role in providing exceptional member service and promoting credit union products and services. In this dynamic role, you will have the opportunity to work in multiple capacities, including teller line transactions, lending, and new account opening and maintenance.

As a key representative of the Land of Lincoln Credit Union, you will be responsible for delivering accurate transactions, listening to members' needs, and identifying opportunities to promote credit union products and services. This position requires a high level of attention to detail, strong interpersonal skills, teamwork, and a basic understanding of navigating multiple computer programs and the internet.

Duties and Responsibilities:
  • Promote credit union products and services based on member needs.
  • Maintain current knowledge of all credit union services and policies.
  • Counsel members on interest rates and cross-serve services offered at the credit union.
  • Open new share accounts and certificates.
  • Process new account information, including ordering checks and verifying eligibility.
  • Prepare coupons for skip-a-pay when sold.
  • Assist members with wire transactions and closing accounts.
  • Analyze and process consumer loan applications.

Requirements:
  • High School Diploma or equivalent.
  • Minimum of 6 months of teller or cash handling experience.
  • Minimum of one year customer service experience.
  • Availability during branch hours and to work at alternate Branch locations if/when assigned.


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