Excite Credit Union · 12 hours ago
Financial Service Representative (Teller)
Excite Credit Union is seeking a Financial Services Representative (FSR) to provide a winning service experience for Members and Non-Members. The FSR will be responsible for efficiently processing transactions, delivering exceptional service, and building strong Member relationships while adhering to company policies and procedures.
CommunitiesFinancial ServicesNon Profit
Responsibilities
Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of the work shift
Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, US Savings Bonds, etc. in an accurate and efficient manner
Makes effective referrals to other specialists when appropriate
Performs Financial Center opening and closing duties as assigned
Deliver exceptional Member service by actively supporting the Purpose, Values and Strategies of Excite Credit Union
Represents the credit union to the Member in a courteous and professional manner. Is responsible for prompt, efficient and accurate service in processing all Member requests
Build strong Member relationships by providing information and education regarding Credit Union products and services
Promptly resolves Member requests and complaints in a respectful, caring and satisfactory way
Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions
Perform other duties, as assigned
Qualification
Required
High school diploma or equivalent
Minimum 1-year customer-facing experience in a retail environment
Demonstrated ability to be fiscally responsible
Preferred
Previous cash handling experience
Experience working in positions with sales/referral goals (team & individual)
Bilingual a plus
Company
Excite Credit Union
Excite Credit Union is a member-owned and not-for-profit financial cooperative organization.
Funding
Current Stage
Growth StageTotal Funding
$2.48MKey Investors
Community Development Financial Institutions Fund
2023-03-10Grant· $2.48M
Recent News
2024-04-17
www.tradingview.com
2024-04-10
Company data provided by crunchbase