Financial Service Representative

Job Details

Job Location: Fulshear - Richmond, TX 77406Position Type: Full TimeJob Shift: Must Be Flexible & SaturdaysJob Category: Banking

The Financial Service Representative is responsible for providing exceptional member service in response to member needs and request.

Essential Job Duties and Responsibilities                                                                            

• Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.
• Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.
• Required to complete annual training sessions as instructed or scheduled.
• Perform job duties and responsibilities in compliance to Shell FCU policies, procedures, philosophy, and standards of performance.
• Provide friendly, professional, and personal service to all members.
• Assist members and potential members with their financial service needs; explain services, open, maintenance & close accounts, offer solutions to member issues, respond to problems, and direct members to the appropriate team members when further assistance is needed.
• Must be able and willing to work 40 hours per week plus overtime, as needed.
• Must be able to work the rotating opening, closing and Saturday schedule, as needed.
• May assist management with covering the greeter desk and performing greeter responsibilities as needed.
• Must be well versed in all Credit Union products and services.
• Assist members with their service needs related to, including but not limited to:

• Change of Address, issue/maintenance ATM & debit cards, check orders, safe deposit box.
• Notary services, assistance with Bill Pay, Digital Banking.
• Process disputes, wires, stop payments, check copies, address changes, check orders and statement requests.

• Must be able to maintain confidentiality of member information.
• All member and Credit Union information must be kept secure at all times.
• Cross-sell Credit Union products and services based on member needs.
• Answer and greet all incoming Credit Union calls in a professional and courteous manner.
• May assist in training new FSR’s as needed.
• Interview, originate, and processes all member loan applications, including but not limited to:
  • Provide member appropriate follow up of their application as well as the final loan decision.
  • Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.
• Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.
• Meet/exceed personal and branch goals.
• Assist the team with daily responsibilities as needed, including but not limited to:
  • Following opening and closing procedures.
  • Daily balancing of the coin machine, vault, ATM, and card machine; closing SDB vault.
  • Wiling to assist the team at other branch locations, if needed.

• Performs additional duties as assi