What are the responsibilities and job description for the Financial Services Representative position at Gateway Metro Federal Credit Union?

Job Type

Full-time

Description

A successful Financial Services Representative (Banker) is an integral part of the Credit Union and will need to know or become familiar with many facets of the banking industry. They will need to build and maintain strong member relationships. They will perform branch lead responsibilities, along with applying Member Service skills, and giving positive feedback to their teammates. A Financial Services Representative will play a key role in assisting the branch in growing membership and business by supporting leads driven by the Branch Manager and Credit Union sales team. They receive and process membership, checking and loan applications, open new services, determine member needs and cross-sell additional financial services. They will also complete routine teller transactions as required by branch availability.

Requirements

The Position

Focus on the member, providing efficient service and creating a positive, actively engaged experience while assisting in accurate completion of financial transactions
Provide quality counsel to members and recommend appropriate products and services to meet their needs
Answer all inbound calls and correspondence responding promptly to all member questions, concerns and inquiries
Cross-sell additional products and services to members
Make outbound calls and contacts with members and potential members to discuss promos and account services
Balance cash drawer when scheduled at a teller station and make settlement of the day's activities
Verify day-to-day ATM deposits and balance when necessary
Utilize and maintain personal contact queue in Contact Management Systems
Ensure members are aware of all terms, conditions and collateral held on the note and disclosure when disbursing loan funds
Maintain member and credit union confidentiality at all times
Organize, maintain, and audit assigned reports
Open and audit New Accounts and create Share Certificates
Knowledge of our Loan Products, IRA / HSAs, Debit card disputes, ACH disputes
Handle Special Account items for members
Ensure completion of monthly branch organization report list
Communicate with members and potential members via different technology methods such as chat and video chat
Operate ITM and cash recycler
Assist in training new Member Services Reps
Verify day-to-day night deposit drops

The Candidate

Well-developed interpersonal skills and the ability to effectively communicate with others in person & remotely

Working knowledge of all credit union products and services, including, but not limited to credit granting criteria, documentation required for each type of loan and the computation of interest rates

The ability to evaluate problems and make independent decisions following established credit union policies and procedures

Must be enthusiastic, self-motivated and member service oriented

Ability to handle a fast-paced environment and multi-task

Ability to operate computer applications

Notary and Medallion certified, or able to become certified ASAP

High school diploma or equivalent

Experience in a customer service position, preferably in a financial institution, which included duties such as operating and balancing a cash drawer and / or providing face-to-face customer assistance preferred, but not required

Willing to work flexible hours, including Saturdays

Must have reliable transportation

Must be able to stand, walk, bend, stoop / crouch / squat, use hands or fingers repetitively, reach at or below shoulder level and twist at waist

Must be able to exert up to 10lbs of force, occasionally, to lift, carry, push, move and pull objects

Light work usually requires walking or standing frequently

The physical requirements noted are representative of those that must be met by an employee successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by individual(s) assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified

We are an EEO employer as defined by the EEOC

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