Tulare County Federal Credit Union · 4 days ago
Financial Services Representative
Tulare, CA
Full-time
Onsite
Entry Level
1+ years expTulare County Federal Credit Union is dedicated to building valuable relationships with its members to create lifelong financial success. The Financial Services Representative will assist in delivering outstanding service to both internal and external members while meeting service and sales expectations.
BankingFinancial Services
Responsibilities
Deliver outstanding service to internal and external members in alignment with the Credit Union’s Service Promises
Meets or exceeds all service and sales expectations
Possess adequate product knowledge as measured by the annual product knowledge certification assessment
Conducts all paying/receiving transactions, data entry, and records all pertinent information accurately and thoroughly
Controls, maintains, and secures all cash and consignments as assigned within established limits
Balances daily transactions in an accurate and precise manner
Screens potential members for membership eligibility
Practices and maintains a high awareness of member confidentiality and all security, safety, and internal control procedures
Greets members and prospective members, establishes priorities, and directs members to appropriate personnel to promote prompt service
Maintains a professional, neat appearance of lobby and reception area, including bulletin boards and kiosks
Distributes and reviews, for completeness, applications for products and services
Receives and reviews, loan applications for consumer loans and second mortgage/HELOC loans
Approves share and certificate loans within established limits
Provides input regarding process improvement
Reviews documents with applicant and disburses loan; and
Performs other duties as assigned
Qualification
Required
A combination of education and experience equivalent to a high school diploma, plus one year cash handling and customer service or one year retail sales experience to include public contact experience
Ability to provide assistance where needed, despite prior instructions
Knowledge of cash handling procedures and techniques
Knowledge of all Credit Union products and services
Skill in the operations of a typewriter, calculator, CRT, PC, fax machine, and other office equipment
Demonstrate ability to effectively cross-sell products and services
Ability to verbally communicate effectively
Ability to establish and maintain effective working relationships with co-workers and members
Benefits
Comprehensive medical, dental, and vision insurance benefits.
401K plan with employer match.
Paid life, AD&D and long-term disability insurance.
Paid Time Off
Paid Holidays
Incentive Programs
Employee Assistance program (EAP)
Company
Tulare County Federal Credit Union
Tulare County Federal Credit Union has been serving the financial needs of Tulare County for over 75 years.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase