Financial Services Representative I

Job Description

First Financial Federal Credit UnionJob Description

Job Title: Financial Services Representative (FSR) I, II, III

Department: Branch Office

Reports To: Branch Manager

Salary Grade(s): 5, 6, 7

EEO-1 Job Class: 5 - Administrative Support Workers

FLSA Status: Non-exempt

☒ Full-time

☒ Part-time

☒ Temporary

Location: Branches

☐ Telework Work Possible (if checked)

Important: See Telework Policy for Additional Criteria

Function:

To represent the credit union to potential, new, and existing members. To complete the steps necessary to establish accounts and services. To understand the features and benefits of our services and products and to be able to effectively relate them to members through cross selling. To establish rapport conducive to enhancing member relationships with the credit union. Support Branch Managers in daily branch operations. Provide support to all credit union departments. To perform all responsibilities of the position in support of our Core 4 Values.

Position Requirements:

GENERAL:

• Detail and service oriented; Ability to exhibit patience and flexibility in dealing with others
• Friendly and personable; Ability to establish rapport, build and deepen member relationships
• Effective listener and good communicator

EXPERIENCE: Cash handling and customer service experience preferred

EDUCATION: High school diploma or GED equivalent. Preferred: Some College

An equivalent combination of education and experience may be accepted as a satisfactory substitute for the specific education and experience listed above.

Duties:

Delivers excellent member service by

• Responding to members in a knowledgeable, friendly, positive, and professional manner
• Demonstrating excellent communication techniques for successful interactions
• Demonstrating empathy and a positive mindset
• Working to achieve a personalized and convenient member experience
• Displaying diligence in attention to detail and accuracy, understanding timeliness and follow-through are critical

Shares and shows support for a variety of digital and online tools and resources.

Demonstrates a sense of responsibility, initiative, and dependability.

Strives for flexibility, resiliency, and adaptability to daily challenges.

Ability to comprehend training and apply knowledge to daily interactions.

Works independently and collaboratively in support of branch operations.

Maintains and effectively utilizes reference material related to services, current promotions, procedures, and general information.

Adheres to information security procedures & maintains confidentiality.

Follows all policies and procedures as established by the credit union, including but not limited to:

• Cash Handling, Dual Control, & Balancing
• Check Holds and Fraud prevention
• BSA & AML Regulatory Requirements

While assigned to a branch, assists with staffing at other branches as needed.

Works to achieve goals in support of the Core 4 Values of the Credit Union.

RESPONSIBILITIES

FSR I:

• Processes member transactions.
• Effectively utilizes features of Teller Capture in processing checks.
• Applies basic knowledge of Microsoft Office Suite.
• Ability to navigate credit union systems, key to daily functions of the position.
• Answers questions & prints documentation relative to routine inquiries.
• Consistently demonstrates a positive mindset within the branch and in all interactions
• Refers unusual requests or inquiries to appropriate staff members.
• Assists with end of day balancing procedures.
• Maintains functional work area by stocking forms, supplies, brochures, etc.
• Advises supervisor of service needed or non-functioning equipment.

FSR II:

• Accurately processes member applications/requests and documents in CRM; performs self-review of work.
  • Opens accounts for all share types with related services; closes accounts
  • Pulls and interprets Chex Systems – IDV, OFAC, and Qualifile in conjunction with