Financial Service Representative |
| Location: | Kyle, TX |
| Exempt/Non-Exempt: | Non-Exempt |
| Benefits: | Group medical, group dental, life/AD&D, long term disability and two retirement plans |
| Employment Type: | Full Time |
| Branch: | Kyle TX |
| Description: | New Banch Location - Kyle, TX
Provide personalized service while providing members with support for all their credit union financial services needs, including complex lending, savings, and individual retirement account requirements. Process all financial transactions for members accurately, efficiently, and in a professional manner. Exercise discretion, judgment, and initiative with each transaction while presenting a positive image of the organization. |
| Duties: | - Promote and maintain positive relations with all contacts, members and potential members. Actively participate in cross selling and referring beneficial products and services to members and non-members. Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services. Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds. - Maintain an organized database relative to pending member items and proactive follow-up on newly acquired relationships. Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues. - Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed. - Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions. - Accept and process paperwork and transactions for safe deposit boxes, renewals, drilling fees and lost key fees. Verify access authority against safe deposit box contract for each access, exercising prescribed controls. |
| Qualifications: | - High school diploma or GED equivalent. - Minimum of 1 year cash handling experience, preferably with a financial institution. Minimum 1 year experience in a customer service or retail environment. |
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