East Texas Professional Credit Union · 3 days ago
Financial Service Representative I (Bilingual Preferred)
Marshall North Branch - Marshall, TX 75672
Full-time
Onsite
Entry Level
1+ years expEast Texas Professional Credit Union is seeking a Financial Service Representative I to act as a liaison between members and the credit union. The role involves performing a variety of member services including account management, responding to inquiries, and cross-selling products.
FinanceFinancial ServicesInsurance
Responsibilities
Opens all types of new deposit accounts offered by the Credit Union. Includes qualifying members for membership, interviewing members to determine needs, and processing requests via online system(s)
Services existing members accounts. Includes interviewing members to determine needs, processing requests via online system(s), completing account maintenance requests and appropriate forms, transferring funds, balancing accounts, and closing accounts
Promotes credit union products and services based on member needs. Actively cross sells products and services
Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel
Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed
Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives
Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations
Contributes to productive, professional work environment through positive, courteous interactions with ETPCU personnel. Includes assisting other departments as directed and maintaining communication with management regarding area activities and challenges
Safeguards member information by applying the highest level of confidentiality regarding member interactions with the Credit Union and securing all member information in public work areas
Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area
Attends all required meetings and training sessions
Maintains a clean, professional work environment
Performs other duties as assigned
Qualification
Required
High school graduate or equivalent
Thorough knowledge of member services and products provided
Excellent communication and public relations skills
Ability to operate related computer applications and business equipment including 10-key and telephone
Solid math and bookkeeping abilities
Preferred
One to three years of banking experience preferred
Company
East Texas Professional Credit Union
East Texas Professional Credit Union offers banking, insurance and financial services.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase