Financial Services Representative II

Financial Services Representative – Credit Union

We are looking for a Financial Services Representative II to join a growing credit union team! This is a great opportunity for someone who enjoys working directly with members, providing excellent customer service, and helping individuals with their everyday banking and financial needs.

What You’ll Do:

• Welcome members and provide professional, friendly service
• Process deposits, withdrawals and other financial transactions accurately
• Assist members with account questions and financial service needs
• Process wire transfer requests, stop payments, check orders and other account services
• Assist with debit/Visa card requests and payroll allocations
• Open and maintain member accounts and update information
• Educate members on available financial products and services
• Provide information on consumer loan options and assist with loan applications
• Build strong relationships with members and identify opportunities to better serve their financial needs
• Assist with safe deposit box access and related services
• Provide Notary services as needed
• Maintain accuracy, confidentiality and compliance with established policies and procedures

What We’re Looking For:

• High school diploma or GED required
• Previous banking, credit union, teller, financial services or customer service experience preferred
• Strong customer service and communication skills
• Comfortable handling cash and financial transactions
• Strong attention to detail and accuracy
• Basic computer skills, including Microsoft Office
• Ability to learn financial products, services and lending processes
• Professional, dependable and team-oriented personality

If you enjoy helping people and are looking to grow your career in banking and financial services, we’d love to hear from you!

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