PrimeWay Federal Credit Union · 2 days ago
Financial Service Representative Floater
Houston, TX
Full-time
Onsite
New Grad, Entry LevelPrimeWay Federal Credit Union is seeking a Financial Service Representative Floater who embodies compassion and integrity while providing guidance to members. The role involves identifying members' financial needs, processing transactions, and promoting PrimeWay products and services across various retail centers.
FinanceFinancial ServicesNon Profit
Responsibilities
Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and by living by the core values that define the CARING culture
Greeting members with a friendly, welcoming smile as they enter the building
Receiving and processing member financial transactions including deposits, withdrawals, loan payments and merchandise sales
Performing daily member services, such as opening and closing accounts, and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statements copies, check copies, stop payment orders and debit cards
Identifying, recording and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures in order to adhere to compliance, regulations and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution
Facilitating discussions with members to uncover needs beyond those initially presented
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
Demonstrating accountability of personal contributions toward all personal, team and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits and service
Submitting business partner referrals when appropriate
Maintaining an expert level of product knowledge
Identifying and originating real estate loans and referrals
Opening and maintaining IRA accounts with accuracy
Collecting and presenting data to the team regarding progress toward goals
Qualification
Required
Compassionate
Accountable
Bring Real Value
Integrity
New ideas
Provide Guidance to members and team
Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise
Greeting members with a friendly, welcoming smile
Receiving and processing member financial transactions including deposits, withdrawals, loan payments and merchandise sales
Performing daily member services, such as opening and closing accounts, and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statements copies, check copies, stop payment orders and debit cards
Identifying, recording and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures in order to adhere to compliance, regulations and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution
Facilitating discussions with members to uncover needs beyond those initially presented
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner
Demonstrating accountability of personal contributions toward all personal, team and organizational goals
Submitting business partner referrals when appropriate
Maintaining an expert level of product knowledge
Identifying and originating real estate loans and referrals
Opening and maintaining IRA accounts with accuracy
Collecting and presenting data to the team regarding progress toward goals
Company
PrimeWay Federal Credit Union
You care for the community. We care for you. At PrimeWay Healthcare Community Credit Union, we’re more than a financial institution.
Founded in 1937
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Weatherli Holt
SVP/Chief Financial Officer
Brent L. Vannoy
SVP, Chief Risk & Legal Officer
Recent News
Morningstar.com
2025-06-02
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