Scott Credit Union · 1 day ago
Floating Financial Services Representative
Scott Credit Union is hiring a Floating Financial Service Representative to help support members and strengthen community connections. The role involves creating exceptional member experiences by educating members on products and services, resolving issues, and meeting sales and operational goals.
BankingFinancial Services
Responsibilities
Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model
Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals
Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed
Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition
Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR
Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results
Qualification
Required
High school diploma or equivalent
Minimum one year of customer service experience
Personal computer experience to include Microsoft Office products
Benefits
11 paid holidays and competitive PTO
401(k) with employer match
Medical, dental, vision, and life insurance
Short-Term Disability, including maternity leave
Tuition reimbursement program
“Dress for your day” policy
Career advancement opportunities
Supportive, team-oriented culture
Company
Scott Credit Union
Scott Credit Union is a full-service financial institution credit union providing financial services.
Funding
Current Stage
Growth StageRecent News
2024-04-28
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2024-04-28
2024-02-19
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