Financial Services Representative - North Richland Hills jobs in United States
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Fort Worth Community Credit Union ยท 2 months ago

Financial Services Representative - North Richland Hills

Fort Worth Community Credit Union is dedicated to providing excellent member service through friendly and knowledgeable employees. The Financial Services Representative position involves opening new accounts, establishing IRAs and CDs, issuing ATM/debit cards, cross-selling products, and assisting members with lending services.

BankingFinancial ServicesNon Profit
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Responsibilities

Opening new accounts
Establishing IRAs and CDs
Issuing ATM/debit cards
Cross-selling credit union products and services
Assisting members with lending services
Providing general lending information to members
Taking loan applications
Preparing loans for credit approval and disbursal

Qualification

Financial institution experienceCustomer service abilitiesIT skillsTime managementXP2 experienceMeridian Link experienceAttention to detailCommunication skills

Required

Candidates must have excellent customer service abilities
A minimum of 1-year recent financial institution experience is required, preferably in a credit union
Necessary skills include knowledge of basic office functions
IT skills (maneuvering around Windows, browser-based programs, and Outlook 365 email)
Strong time management and organizational skills
Attention to detail
Ability to communicate with tact and professionalism

Preferred

Experience with XP2 and/or Meridian Link is helpful

Benefits

Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)
Employee Assistance Program
Business casual dress code

Company

Fort Worth Community Credit Union

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Fort Worth Community Credit Union is a non-profit organization that provides financial services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase