What are the responsibilities and job description for the MSS Financial Services Representative position at SECU?
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
We value our talented employees, and whenever possible strive to help our employees grow professionally before recruiting new talent to our open positions. If you think the open position you see is right for you, we encourage you to apply!
Our people make all the difference in our success.
Our people make all the difference in our success.
Duties
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.
Key all required transactions into the Margo system
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.
May begin training in other areas of Member Services operations such as insurance services, lending 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.
This is a 10:00 am - 9:00 pm 4 on/4 off rotation.
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.
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.
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