Join our team and make a difference in your community by providing exceptional member service and deepening member relationships. As a Personal Financial Services Representative, you will be responsible for opening consumer deposit accounts, taking credit applications, reviewing credit reports, and closing loans. If you have a passion for serving others, a desire to do good, and a deep love of people, we want to hear from you!
Requirements
- Provide exceptional member service to all whom we serve
- Solve problems, take ownership of member concerns, and provide prompt resolutions
- Have a core understanding of financial literacy, products, and services
- Offer appropriate products and/or services to deepen member relationships
- Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships
- Ensure branch equipment is always working properly
- Assist non-members with establishing membership
- Accurately take consumer lending applications
- Review credit reports for concerns and obtains approvals and submit loan documentation
- Close loans and effectively communicates with members regarding the next steps
- Discuss IRAs and HSAs with members and non-members and meets predetermined goals
- Process international and domestic requests
- Acts as a Notary Public and performs notarial services
- Observe and monitor cash activity
- Opens consumer deposit accounts and performs consumer account maintenance
- Places cash and supply orders, balances vault cash, and maintains ATMs
- Review and process overrides/approvals within authority while minimizing risk
- Mentor and help train new Member Service Associates (MSAs)
- Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
- Fluidly transition between tasks as an MSA or Sr. MSA
- Perform transactions and service requests on member accounts in an accurate and timely manner
- Accurately follow all cash handling procedures and balance your cash drawer at the end of every day
- Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
- Assist members with Digital Banking enrollment, navigation, resets, and maintenance
- Assist members with complex and sensitive fraud disputes
Benefits
- Competitive Pay
- Medical, Dental, Vision, and Life Insurance
- 20 days/year accrual of Paid Time Off – Plus 10 Paid Holidays!
- 401(k) Match
- Incentive Program
- Tuition Assistance and Student Loan Repayment
- Commuter Benefits
- Paid Time Off to Volunteer in the Community
- Product discounts
- Engaging Work Environment
- Rewards and Recognition Programs
