Shell Federal Credit Union · 5 months ago
Financial Service Representative
Pasadena, TX, USA
Full-time
Onsite
Entry Level
3+ years expShell Federal Credit Union is a financial institution seeking a Financial Service Representative to provide exceptional member service. The role involves assisting members with their financial service needs, ensuring compliance with regulations, and maintaining a high standard of service while performing various banking duties.
Finance
Responsibilities
Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions
Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act
Required to complete annual training sessions as instructed or scheduled
Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance
Provide friendly, professional, and personal service to all members
Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed
Must be able and willing to work 40 hours per week plus overtime, as needed
Must be able to work the rotating opening, closing and Saturday schedule, as needed
Must be well versed in all Credit Union products and services
Assist members with their service needs related to, including but not limited to: Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box
Notary services, assistance with Bill Pay, Digital Banking
Process disputes, stop payments, check copies, address changes, check orders and statement requests
Must be able to maintain confidentiality of member information
All member and Credit Union information must be kept secure at all times
Cross-sell Credit Union products and services based on member needs
Answer and greet all incoming Credit Union calls in a professional and courteous manner
Interview, originate, and processes all member loan applications, including but not limited to: Provide member appropriate follow up of their application as well as the final loan decision
Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters
Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed
Meet/exceed personal and branch goals
Assist the team with daily responsibilities as needed, including but not limited to: Following opening and closing procedures
Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault
Wiling to assist the team at other branch locations, if needed
Performs additional duties as assigned
Qualification
Required
Three years of direct Credit Union/Banking or retail experience is preferred
High school diploma or general education degree (GED)
Possess the desire to accept additional responsibilities within branch operations
Possess a highly positive, member-service oriented attitude and the ability to anticipate member needs and initiate assistance beyond duties assigned
Proficient computer skills, including working knowledge of the MS Office Suite
Accuracy with numbers and attention to detail are needed
Must possess professional verbal and written communication skills
Maintain a high level of knowledge and procedural expertise in credit union products, services, and promotions
Ability to work in an open-concept workspace/environment
Company
Shell Federal Credit Union
Shell Federal Credit Union is a member owned and operated cooperative serving Harris County.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kristi Garner
EVP/CFO
Chris Martinez
MAC Operations Manager
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