Sidney Federal Credit Union · 1 week ago
Financial Service Representative (FSR)
Amsterdam, NY
Full-time
Onsite
Mid Level
$22.30/hr - $27.87/hrSidney Federal Credit Union is dedicated to growth for its members, employees, and organization. The Financial Service Representative will provide service and support to members, offering financial education and managing accounts and loans to help members achieve their financial wellness goals.
Banking
Responsibilities
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement
Actively support and promote the credit union's service culture, community involvement, and "sales-as-a-service" philosophy to strengthen member relationships and contribute to organizational success
Perform other related duties as assigned to support member needs and overall business objectives
Qualification
Required
Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance. Open and manage consumer, business, and specialty accounts with accuracy and compliance
Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans
Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements
Provide personalized financial education to members, promoting financial literacy and awareness of available products and services
Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions
Consistently meet or exceed established service standards, sales goals, and performance expectations. Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues
Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement
Actively support and promote the credit union's service culture, community involvement, and 'sales-as-a-service' philosophy to strengthen member relationships and contribute to organizational success
Perform other related duties as assigned to support member needs and overall business objectives
Ability to remain in a stationary position for extended periods
Frequent standing, sitting, walking, and use of office equipment
May occasionally need to lift up to 25 pounds
Full-time position with availability during all branch hours, including Saturdays
May be required to open or close the branch
Flexibility to travel to alternate branches when business needs arise
Company
Sidney Federal Credit Union
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase