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Keesler Federal Credit Union · 1 month ago

Floating Financial Service Representative I Mandeville West Causeway 5035

Mandeville, LA

Full-time

Onsite

Entry Level

$500/mo - $500/mo

1+ years exp

Keesler Federal Credit Union is a financial institution that provides a variety of services to its members. They are seeking a Floating Financial Services Representative I who will be responsible for creating and processing new member accounts, providing exceptional service, and cross-selling products to meet member needs.

BankingFinancial ServicesInsuranceWealth Management

No H1B

Responsibilities

Creates new membership accounts

Opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit

Conducts quality interviews with members using the sales and service training to meet member needs through credit union products and services

Uses Loan Operating system and the sales and service process to complete quality consumer loan applications over the phone or in person

Clearly communicates decisions to the member in a positive and tactful manner

Disburses the loan in accordance with guidelines and procedures

Ensures that all paperwork and documents for closure of loan are correctly completed

Responsible for sales of ancillary products on qualified loan applications

Provides merchant referrals directly to the merchant for business accounts

Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director

Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes card printing system to provide members with ATM and Debit cards instantly

Submits ATM and Debit card disputes and fraud disputes

Works to resolve members’ concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge

Refers problems through the chain-of-command for resolution

Utilizes the CRM to effectively track member concerns

In support of marketing campaigns such as Auto Loan Refinance or new member onboarding, makes outbound phone calls to contact members in regards to products or services for which the member qualifies

Completes, with an acceptable grade, all training for this position as directed by management and actively participates in training classes

Maintains proficiency in all computer systems necessary to perform the job satisfactorily

Responsible for compliance with all Federal regulations including Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Red Flag Program, Fair Credit Reporting Act and REG CC

Upholds all member information in the strictest confidence

Responsible for assisting the Member Contact Center with overflow calls using the credit union call system

Within the scope of an FSR I authority, assists the teller line with teller transactions in the event of a branch staffing shortage in accordance with written policies and procedures

Within the scope of an FSR I authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2nd party in any dual control procedure

Utilizes check hold and cash transaction procedures when processing transactions and if applicable, Reg CC within prescribed guidelines

Maintains branch office equipment and supplies necessary to keep office working efficiently

Assists in balancing the ATM and Night Depository as directed by the Branch Manager or Assistant Branch Manager

Assists in upholding the branch appearance (interior and exterior) and to maintain a clean and orderly workspace

Miscellaneous duties as assigned

Qualification

Customer serviceSales trainingLoan processingMicrosoft WordMicrosoft ExcelBasic math skillsConfidentialityCommunication skillsInterpersonal skillsAttention to detail

Required

A high school education or GED

One year to three years of similar or related experience

Completion of Lending Class, New Accounts training, Sales and Service Training and Teller training through the KFCU Training Department required

Must possess ability to operate computer terminal, computer printers, calculator, fax machine, telephone, currency counter, and copier with accuracy and attention to detail

Must possess and exhibit an outgoing personality, helpful member service attitude and an ability to sell credit union products and services

Must possess strong basic math skills, accuracy and attention to detail

Must demonstrate an ability to understand and implement changing policies and procedures

Must be knowledgeable of teller transactions relevant to the position

Must maintain confidentiality and dependability

Exceptional oral and written communication skills required

Extensive use of personal PC required

Must be proficient in Microsoft Word, Excel, as well as use of internet and e-mail

Must be able to navigate the internet to search for data and be able to complete online forms

Somewhat knowledgeable of emerging computer technology, such as mobile devices, imaging technology, and social media

Must be familiar with home banking and bill paying services

Sales and Service Standard