Financial Service Representative - Sales Focused Multiple Locations
Financial Service Representative - Sales Focused Multiple Locations
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Job Description
Are you passionate about helping people and providing exceptional service Do you thrive in a dynamic and goaloriented environment Texans Credit Union is looking for friendly and professional Financial Service Representatives (FSR) to join our teams in multiple locations!
Join Texans Credit Union and be part of a team that values professionalism member satisfaction and continuous improvement. Apply today and help us make a difference in our members lives!
Positions Availabile in Frisco McKinney Plano Carrollton (bilingual in Spanish preferred) and Dallas
Position Purpose and Objectives
Serve as a liaison between the member and the credit union. Provide account information by phone or in person as well as information on the full range of credit union products and services. Open accounts for members interview and professionally handle the members daily needs. Provide a variety of transaction services to members including financial product sales loan processing closing and disbursal.
Major Duties and Essential Functions
- Promote credit union products and services based on member needs that are obtained from member interviews and/or review of members account. Actively crosssell products. Conduct orientation interviews on credit union services and programs with each new credit union member.
- Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
- Respond to members requests problems and complaints resolving issues and/or directing them to the appropriate person for specific information and assistance. .
- Greet and welcome members and visitors to the credit union in a professional manner. Represent the credit union to members in a courteous and professional manner and provide prompt efficient and accurate service in the processing of transactions.
- Maintain uptodate and accurate information on credit union products services systems policies/procedures and compliance regulations.
- Provide information on investment alternatives to members wishing to deposit funds with the credit union.
- Research accounts for deposit withdrawal and loanpayment discrepancies and assist members with service needs.
- Provide backup support to the branch operations including but not limited to processing teller transactions implementing floor management and providing service functions to members.
- Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position.
- All other duties as assigned.
Education:
Highschool diploma or equivalent
Experience:
Minimum 1 year experience in a goal oriented sales environment
Required Experience:
Unclear Seniority
Employment Type
Full-Time
