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Brazos Valley Schools Credit Union · 4 days ago

Financial Services Representative

Katy Office - Katy, TX 77494

Full-time

Onsite

Mid Level

3+ years exp

Brazos Valley Schools Credit Union is seeking a Financial Services Representative to assist members with financial transactions and account management. The role involves processing member transactions, managing cash drawers, and providing support for loan applications and account openings.

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Responsibilities

Receives and processes member financial transactions, including deposits, withdrawals and loan payments, and issues negotiable items such as money orders, cashiers checks and gift cards to members. Processes transfers from member accounts as requested. Prepares member wire requests

Balances cash drawer daily, and maintains security of assigned cash drawer at all times

Assists with nightly branch balancing duties

Assists with cash drawer discrepancies or posting errors

Assists members with opening and closing accounts. Identifies member needs and recommends products; addresses and resolves member problems, inquiries or complaints

Ensures all documents are complete and contain accurate information

Interviews members to determine loan type/product to fit their needs

Prepares and reviews all loan documents for completeness and accuracy; schedules the loan closing and funding

Verify loan documentation for accuracy, completion, and adherence to policies and procedures

Knowledgeable of all Credit Union lending policies and procedures

Knowledgeable of all State and Federal lending laws, rules and regulations

Ensures loan documents are filed and scanned in electronic data storage system. Forwards to appropriate department for filing with applicable provider or state agency

Identifies member needs, offers other credit union products/services and educates members on ancillary loan products

Assists with other branch duties as needed