Float Financial Services Representative jobs in United States
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Fort Worth Community Credit Union ยท 18 hours ago

Float Financial Services Representative

Fort Worth Community Credit Union is dedicated to providing excellent member service through knowledgeable and helpful employees. The Float Financial Services Representative is responsible for various tasks including opening accounts, handling member inquiries, and providing general lending services.

BankingFinancial ServicesNon Profit

Responsibilities

Opening accounts
Establishing IRAs
Issuing debit cards
Handling member inquiries
Wires, and transfers
Assisting with home banking and bill pay issues
Cross-selling the credit union's products and services
Providing general lending services to members
Taking loan applications
Preparing loans for credit approval and disbursal
Communicating lending decisions to members

Qualification

Financial institution experienceCustomer service skillsXP2Meridian LinkIT skillsBilingual (English/Spanish)Time managementOrganizational skillsAttention to detail

Required

Candidates must have a minimum of 1 year recent financial institution experience
Outstanding customer service skills are essential for this position, including the ability to communicate effectively with tact and professionalism
Additional requirements include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based applications, email), strong time management, organizational skills, and attention to detail

Preferred

Previous credit union experience with XP2 and/or Meridian Link is desirable
Bilingual skills (English/Spanish) preferred

Benefits

Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)
Medical, dental and vision coverage
Paid vacation, sick time and holidays
401(k) Program
EAP
Business casual dress

Company

Fort Worth Community Credit Union

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Fort Worth Community Credit Union is a non-profit organization that provides financial services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase