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Erie Federal Credit Union · 4 weeks ago

Financial Service Representative

Erie, PA

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Erie Federal Credit Union is seeking a Financial Services Representative who possesses excellent member service and communication skills. The role involves greeting members, processing transactions, and providing information about the credit union's products and services while ensuring compliance with policies and regulations.

Credit CardsFinanceFinancial ServicesMortgage

Growth Opportunities

Responsibilities

Greet and welcome members and visitors to the credit union in a professional manner

Represent the credit union to members in a courteous manner following the credit union's Member Service Standards and provide prompt, efficient, and accurate service in the processing of transactions

Perform all routine teller transactions, including but not limited to deposits, withdrawals, loan payments, transfer and check cashing

Respond and resolve member requests, discrepancies, problems, and complaints. This may involve research and communication with other employees from other departments

Meet with existing and new members and open the full range of products and services offered by the Credit Union according to Credit Union policy and procedures

Send adverse action notice for denied accounts

Perform all routine teller transactions, including but not limited to deposits, withdrawals, loan payments, transfer and check cashing

Provide information about the various products and services to new members, existing members and potential members

Process requests from members for transfers of shares, address changes, statement copies and other requests received from members

Assist members in reconciling their accounts

Accept and process stop payment requests

Gather information for ATM/Debit Card and ACH fraud. Complete reports and send to appropriated departments for processing

Assist members on matters involving direct deposit, payroll deduction, and electronic transaction; complete required forms and forward to proper department

Process new and renewal of certificates of deposits (CDs) and Individual Retirement Accounts (IRAs) according to credit union policy and procedures

Process IRA withdrawals, deposits, change requests, etc. according to credit union policy and procedures

Close accounts per member's request

Redeem U.S. Savings bonds

Sell Gift Cards and Travel Cards, event tickets (maintaining and balancing the ticket and candy supply and funds.)

Cross-sell credit union products and services that will benefit members

Process outgoing and incoming wire transaction requests

Answer phones and assist members with transactions and questions

Order and redeem foreign currency

Initiate and complete necessary processing on accounts for deceased members

Assist the Support Center with member service transactions and back-up to phone calls when needed

Float to other branches as needed

Use Synapsys for functions and procedures set by the credit union

Maintain current knowledge of and compliance with all Credit Union policies and procedures, including compliance with the Bank Secrecy Act and all federal laws and regulations as set forth by the NCUA and other regulatory agencies

Qualification

Member serviceSales skillsFinancial services knowledgePC proficiencyMathematical skillsCommunication skillsInterpersonal skillsAdaptabilityLeadership skills