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Financial Service Representative II
3 weeks ago
PRIMARY FUNCTION
As a Financial Service Representative II/Teller, you will be the face of our institution, providing exceptional service to our members while efficiently handling financial transactions. This role goes beyond traditional teller duties, incorporating digital banking support, account services, and opportunities to enhance the member experience.
DUTIES AND RESPONSIBILITIES
- Assist members with financial transactions, including deposits, withdrawals, transfers, and loan payments.
- Provide accurate and efficient processing of transactions while ensuring compliance with policies and procedures.
- Deliver excellent customer service by addressing member inquiries, resolving concerns, and offering financial solutions.
- Promote credit union products and services by identifying member needs and cross-selling appropriate solutions.
- Assist with opening new accounts, including savings, checking, and certificates, as well as loan applications.
- Process instant issue debit card requests and support digital banking inquiries.
- Maintain a secure, organized, and professional workspace.
- Adhere to all security, compliance, and confidentiality policies to protect member information.
- Support lobby management by assisting members and directing them to the appropriate department or representative.
- Other duties as assigned by the supervisor.
BENEFITS
- Competitive salary
- Health, dental, and vision insurance
- Retirement savings plan
- Paid time off and holidays
- Ongoing training and professional development opportunities
The ideal candidate will have strong customer service skills, excellent communication skills, and a passion for helping others. Previous experience in a financial institution is preferred but not required. A high school diploma or equivalent is necessary for this position.
If you are motivated, detail-oriented, and eager to grow in the financial industry, we encourage you to apply
