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First Financial Federal Credit Union of Maryland · 17 hours ago

Financial Services Representative I

Catonsville, MD

Full-time

Onsite

New Grad, Entry Level

$20/hr - $26/hr

First Financial Federal Credit Union of Maryland is seeking a Financial Services Representative I to represent the credit union to potential, new, and existing members. The role involves establishing accounts and services, enhancing member relationships, and supporting daily branch operations.

BankingCredit CardsFinancial ServicesWealth Management

Comp. & Benefits

Responsibilities

Processes member transactions

Effectively utilizes features of Teller Capture in processing checks

Applies basic knowledge of Microsoft Office Suite

Ability to navigate credit union systems, key to daily functions of the position

Answers questions & prints documentation relative to routine inquiries

Consistently demonstrates a positive mindset within the branch and in all interactions

Refers unusual requests or inquiries to appropriate staff members

Assists with end of day balancing procedures

Maintains functional work area by stocking forms, supplies, brochures, etc

Advises supervisor of service needed or non-functioning equipment

Accurately processes member applications/requests and documents in CRM; performs self-review of work

Opens accounts for all share types with related services; closes accounts

Pulls and interprets Chex Systems – IDV, OFAC, and Qualifile in conjunction with account opening

Performs file maintenance of data on existing accounts; adds joint owners to accounts

General understanding of loan products to begin participating in loan referral program

Completes paperwork for removing and changing joint owners of accounts

Issues debit and credit cards

Completes forms as applicable based on member request

Obtains instructions and inputs data for wire transfers

Provides notary services

Processes other requests of similar complexity

Focuses on business development to retain long-term relationships by establishing rapport and serves as a valuable link between members and the credit union

Utilizing opportunities to deepen relationships by aligning credit union products with member needs

Encouraging members to recommend the Credit Union to their family members and eligible co-workers

Assists members in understanding account activity, answers questions, and helps to resolve concerns

Provides routine support to other departments

Assists the Marketing Department in representing the Credit Union at on-site visits

Strong knowledge of account products and credit union services; ability to answer questions about product features and benefits

Acts as “buddy” to co-workers

Seeks opportunities to advance level of responsibility

Demonstrates general understanding of and ability to gather appropriate paperwork for Power of Attorney review

In-depth understanding of our loan products to actively refer members to lending

Provides support for death claims

Assists with monitoring pending work folder and daily calendar

Processes complex transactions and requests along with opening special accounts

Competent in fraud prevention and detection

Ability to assist with report management and participates as a project team member

Establishes a foundation of leadership skills through self-sufficiency, maturity, and responsibility

Engagement as a role model for staff and as an active participant in daily operations

Performs in the capacity of a Member Services Representative or Operations Specialist

Provides phone assistance to call center and enters corresponding CRM event

Process member requests generated from calls or correspondence

Contacts members requesting additional information, clarification, or problem resolution

Performs other related duties of similar scope and complexity

Adheres to regulations and organizational policies, maintaining awareness and knowledge required to perform the duties of the position

Qualification

Cash handlingCustomer serviceMicrosoft Office SuiteCRM systemsEmpathyEffective communicationDetail orientedTeam collaboration

Required

Detail and service oriented; Ability to exhibit patience and flexibility in dealing with others

Friendly and personable; Ability to establish rapport, build and deepen member relationships

Effective listener and good communicator

High school diploma or GED equivalent

Cash handling and customer service experience

Ability to comprehend training and apply knowledge to daily interactions

Works independently and collaboratively in support of branch operations

Maintains and effectively utilizes reference material related to services, current promotions, procedures, and general information

Adheres to information security procedures & maintains confidentiality

Follows all policies and procedures as established by the credit union, including but not limited to: Cash Handling, Dual Control, & Balancing, Check Holds and Fraud prevention, BSA & AML Regulatory Requirements

Preferred

Some College

Company

First Financial Federal Credit Union of Maryland

Founded in 1953, First Financial of Maryland Federal Credit Union proudly serves the employees, students, and parents of the Baltimore, Carroll, Somerset and Worcester County Public School systems, as well as the employees and families of many area businesses, hospitals, private schools, and colleges.

Founded in 1953