What are the responsibilities and job description for the Financial Service Representative position at SECU?
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
To provide exemplary member service through all delivery channels, handle functions such as operating and balancing a cash box, a balance the vault, ATM, TCD and coin sorter. Handle phone inquiries, safe deposit boxes, and all other services as needed. Handle establishment of new membership, open all accounts, and process changes in accounts. Educate members on available services and make recommendations based on their needs.
Keep daily and monthly records of the following reports: vault control,
returned checks, Visa gift cards, theme park tickets, forgeries, and coin
sorter.
Prepare, order, and verify cash delivery and shipment once a week.
Assist members with account problems, checking reconciliations, or
errors in transactions. Grant subsequent advances on existing credit cards, open lines and home equity lines of credit - consult with an approving officer prior to advance. Answer phone, file paperwork, scan documents into Image System, and perform other clerical duties as needed. Willing to train in other areas of branch operations such as lending services, etc as needed. Other duties as assigned.
REQUIREMENTS:
Should possess a high level of self-control, self-confidence, good basic mathematical skills, good organizational and communication skills, positive attitude, and neat appearance.
Fast-paced environment – must be able to use sound judgment when making decisions and work well under pressure.
Must be willing to engage in ongoing training and professional development.
Other training, modules and education as required by management.
Should have basic computer skills.
Regular attendance is mandatory.
Must be able to speak English fluently.
Must be able to cooperate and collaborate with co-workers.
Must be cordial in all interactions with members and co-workers.
Must adhere to the work schedule and attendance policy established by manager.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Licensed Customer Service Representative - PNC Investments
PNC Financial Services Group -
Raleigh, NC
Customer Service Representative (Loan Consultant I)
Lendmark Financial Services, LLC -
Rocky, NC
Personal Lines Customer Service Representative
ACF Insurance & Financial Services Inc -
Garner, NC
