Financial Services Representative II

Financial Service Representative II

Location: Houston TX

Position Summary

The Financial Service Representative II (FSR 2) is responsible for providing excellent member service by greeting members and visitors managing lobby traffic and assisting with a variety of financial transactions. This role processes member transactions promotes financial products and services and assists members with loan applications while maintaining a professional and friendly environment.

Key Responsibilities

• Greet members and visitors in the lobby and direct them to the appropriate service area.

• Process financial transactions including receiving and paying out money and maintaining records of negotiable instruments.

• Identify member financial needs and provide solutions or recommend appropriate financial products and services.

• Assist members with service requests such as:

  • Wire transfers

  • Statement copies

  • Check copies

  • Check orders

  • Stop payment requests

  • Payroll allocations

  • Visa debit card requests

• Enter new member information and service data into the system.

• Assist members with loan applications and provide information on loan products.

• Help open and close the safe deposit vault and assist members with safe deposit box access.

• Provide Notary Public services when needed.

• Support FSR I staff as needed.

• Complete required training and certifications.

• Build and maintain strong relationships with members.

Core Competencies

Successful candidates should demonstrate:

• Strong customer service skills

• Effective communication (verbal and written)

• Problem-solving and analytical abilities

• Teamwork and collaboration

• Professionalism and ethical conduct

• Attention to detail and quality

• Strong organizational and time management skills

• Adaptability in a fast-paced environment

Qualifications

Education & Experience

• High School Diploma or GED required

• 13 months of related experience or training preferred (banking financial services or customer service)

Computer Skills

• Basic knowledge of:

  • Word processing software

  • Spreadsheet software

  • Internet applications

Math Skills

• Ability to perform basic math calculations including addition subtraction multiplication division ratios and percentages.

Work Environment

• Primarily office/branch setting

• Moderate noise level

• Occasional exposure to varying environmental conditions

Physical Requirements

• Frequently lift or move up to 10 pounds

• Regular sitting standing walking and reaching

• Ability to use hands for handling documents and equipment

• Close distance and peripheral vision required

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