Financial Services Representative

4 weeks ago

Grand Rapids, Michigan, United States Gesa Credit Union Full time

About the Role:

The Personal Financial Services Representative is an entry-level position at Gesa Credit Union, responsible for assisting members with various financial services. This role involves establishing new member relationships, opening consumer deposit accounts, and performing account maintenance tasks.

Key Responsibilities:

  • Provide exceptional member service to all whom we serve.
  • Solve problems, take ownership of member concerns, and provide prompt resolutions.
  • Have a core understanding of financial literacy, products, and services.
  • Offer appropriate products and/or services to deepen member relationships.
  • Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
  • Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
  • Assist non-members with establishing membership.
  • Accurately take consumer lending applications, review credit reports, and obtain approvals and submit loan documentation.
  • Close loans and effectively communicate with members regarding the next steps.
  • Discuss IRAs and HSAs with members and non-members and meet predetermined goals.
  • Process international and domestic wire requests.
  • Act as a Notary Public and perform notarial services in accordance with state regulations and credit union policies.
  • Observe and monitor cash activity to ensure the branch and team members are following established cash limits.
  • Opens consumer deposit accounts and performs consumer account maintenance.
  • Places cash and supply orders, balances vault cash, and maintains ATMs.
  • Review and process overrides/approvals within authority while minimizing risk.
  • Mentor and help train new Member Service Associates.
  • Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
  • Fluidly transition between tasks as an MSA or Sr. MSA.
  • Perform transactions and service requests on member accounts in an accurate and timely manner.
  • Accurately follow all cash handling procedures and balance your cash drawer at the end of every day.
  • Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act.
  • Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
  • Assist members with complex and sensitive fraud disputes.

Requirements:

  • High School Degree (or equivalent) required.
  • Sales/relationship building experience required.
  • Cash handling experience preferred.
  • Notary Public.
  • At least one year of customer service experience preferred.
  • Demonstrate and support credit union values and service standards.
  • Attend and engage in community events on behalf of the credit union.
  • Maintain confidentiality, control risk, and lead operations in accordance with company policies, procedures, and regulatory requirements.
  • Demonstrate a high level of personal integrity and ethics.
  • Report for work on time and maintain a schedule of regular attendance.
  • Some travel may be required.
  • Proficient with varying levels of technology.

About Gesa Credit Union:

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. We offer a competitive pay, dental, and vision insurance, 8 days/year accrual of Paid Time Off - Plus 10 Paid Holidays, 401(k) Match, Incentive Program, Tuition Assistance and Student Loan Repayment, Commuter Benefits, Paid Time Off to Volunteer in the Community, Product discounts, Engaging Work Environment, Rewards and Recognition Programs.

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