MSS Financial Services Representative

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

PURPOSE:

Establishment of new accounts, handling debit and credit card transactions, account resolution, and processing internet requests.

DIMENSIONS:

This person greets members and responds to their needs or directs them to the appropriate person, department, or source. Dispenses information about various types of accounts and other Credit Union services. Members compose a cross section of our community and require people-oriented employees with patience, enthusiasm, professionalism, confidentiality, maturity, and good communication skills.

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.

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 branch operations.

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 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.

JOB ENVIRONMENT:

Office setting with physical proximity to other employees.

Some background noise from other employees, copy machine, and telephone. Shifts may require nights, weekends, and holidays. Potential to work from home.

PHYSICAL DEMANDS:

Uses fingers to press keys on computer keyboard or calculator to enter and retrieve data

Uses hands and fingers to lift telephone receiver to answer incoming calls and transfer such calls to appropriate destination.

May climb stairs when branch is located on multiple levels.

Visual acuity is essential when servicing ATM and completing forms.

Must be able to communicate clearly and listen well.

Must be able to comprehend and carry out verbal and written instructions.

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.

JR-10233