Job Description
Description Hours: 9:00 am – 6:00 pm, Monday – Friday, w/some Saturdays 9:00 am - 2:00 pm. Pay: $19.25/hr. or possibly higher depending on experience. Your Purpose Will Be Every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world-class service.
The person in this position of Financial Service Representative (FSR) will function in various roles depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing transactions, identifying members’ needs and offering solutions. This person will have a dedicated focus to increase member satisfaction and account retention by providing world-class service.
What You’ll Do - Actively listen to identify the financial needs and goals of our members.
- Process, deposits, withdrawals, payments, wire transfers, and other member transactions accurately and efficiently in accordance with established policies and procedures.
- Examine checks presented and determine hold requirements.
- Maintain a professional and courteous attitude during transactions.
- Be highly knowledgeable of all Credit Union products and services.
- Develop and maintain new and existing member relationships and ensure that their needs are met through world class service.
- Buy and sell currency from the vault as necessary ensuring teller drawer cash limits are not exceeded.
- Makes outbound calls to members for onboarding and relationship building.
- Offer solutions for members' financial needs by cross-selling products and services.
- Answer basic inquiries regarding interest rates, fees and account histories while complying with disclosure requirements, regulations, and privacy policies.
- Refers members that have Real Estate, Commercial Loan, and Wealth Management needs.
- Provide all information and documents needed for loan decisions honestly and accurately.
- Acquires necessary documentation to support loan application.
- Understands the Bank Secrecy Act and how it is applied.
- Other duties as assigned.
This Job posting is a condensed version of a fuller job description. Additional details can be provided upon request. Perks For You - Affordable health insurance with employer HSA contributions.
- 14.47% 401(k) contribution (no matching necessary).
- 18 PTO days each year.
- 12 paid holidays.
- Opportunity for advancement and career growth.
- Ongoing paid training opportunities.
- Discounts on Credit Card interest rates.
- Discounts on Mortgage Loan fees.
- Plus other employee banking perks.
Requirements The experience you need to succeed: - High School diploma, G.E.D, or other equivalent.
- 6 months of similar or related experience preferred.
- Effective communication skills in both Spanish and English.
- Proficient with standard office business machinery and software.
- Working knowledge to Microsoft Word/Excel/Outlook.
- Previous cash handling experience.
Work Environment & Physical Requirements - Works primarily in a branch office environment with occasional trips to field environment locations. This includes but is not limited to various outdoor and indoor climates, public venues, and driving conditions.
- While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone -possibly including a smart phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Tags
Work at office, Monday to Friday,