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Title

Financial Service Representative I 

Description

Responsible for providing a variety of paying and receiving functions for members in person, via phone, and through the mail, including processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, assisting members with loan applications, processing loans, underwriting loans and decisioning loans (based on loan policy authority level 1 - Loan Interviewer), and assisting members with bookkeeping and checking account problems. Answers members' variety of account maintenance duties. Actively offers Credit Union services and seeks solutions to meet member financial needs. Performs specific assigned tasks including various clerical and receptionist functions. Assists other MSRs and FSRs with duties as required. Serves members promptly and professionally.

1. Assumes responsibility for the efficient, effective, and accurate performance of teller functions.

2. Assumes responsibility for the effective performance of loan interviews and clerical support functions.

3. Assumes responsibility for the effective and professional performance of member service functions.

4. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.

5. Assumes responsibility for establishing and maintaining effective and professional business relationships with vendors/dealerships (i.e. Indirect and other credit union product programs).

6. Assumes responsibility for related duties as required or assigned.

Requirements

Education/Certification:High school graduate or equivalent.

Required Knowledge:Knowledge of Teller and Financial Service Representative operations and procedures. Basic understanding of Credit Union operations, products, and services.

Experience Required:Previous cash handling experience a preferred.Previous financial institution experience helpful. Prior member service/clerical experience helpful.

Skills/Abilities:Good communication skills. Professional appearance, dress, and attitude. Excellent math skills. Ability to operate related computer applications and other business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Good typing skills.

 
Position Requirements

Education/Certification: High school graduate or equivalent.

Required Knowledge: Knowledge of Teller and Financial Service Representative operations and procedures. Basic understanding of Credit Union operations, products, and services.

Experience Required: Previous cash handling experience a preferred. Previous financial institution experience helpful. Prior member service/clerical experience helpful.

Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Excellent math skills. Ability to operate related computer applications and other business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Good typing skills.

 
Full-Time/Part-Time Full-Time  
Rate of Pay  
Position Financial Service Representative I  
Number of Openings 1  
Open Date 9/21/2022  
Location Pontiac  
Full Job Description SOCU_FinancialServiceRepresentative I 05252022_1.pdf 


This position is currently not accepting applications.

To search for an open position, please go to http://StreatorOnizedCreditUnion.appone.com




 


 
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