Financial Services Representative - FiStaff
Houston, TX 77077
About the Job
Exciting Credit Union FSR Opportunity!
Position Overview: We are seeking a motivated and detail-oriented Financial Services Representative (FSR) to join our dynamic team. In this role, you will be the primary point of contact for our members over the phone, assisting them with a range of financial services including wire transfers, teller transactions, cash advances, and new account openings. Your ability to communicate effectively, manage multiple tasks, and deliver outstanding customer service will be key to your success in this role.
Key Responsibilities:
Qualifications:
Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Position Overview: We are seeking a motivated and detail-oriented Financial Services Representative (FSR) to join our dynamic team. In this role, you will be the primary point of contact for our members over the phone, assisting them with a range of financial services including wire transfers, teller transactions, cash advances, and new account openings. Your ability to communicate effectively, manage multiple tasks, and deliver outstanding customer service will be key to your success in this role.
Key Responsibilities:
- Member Communication: Provide exceptional service to members over the phone, addressing their inquiries, resolving issues, and providing information about credit union products and services.
- Wire Transfers: Process domestic and international wire transfers efficiently and accurately, ensuring compliance with regulatory requirements and internal policies.
- Teller Transactions: Handle various teller transactions, including deposits, withdrawals, and loan payments, with accuracy and attention to detail.
- Cash Advances: Process cash advances for credit card holders, ensuring proper authorization and adherence to security procedures.
- New Account Openings: Assist members in opening new accounts, including checking, savings, and other financial products, while ensuring all necessary documentation is completed and compliance requirements are met.
- Record Keeping: Maintain accurate records of transactions and member interactions, ensuring data integrity and confidentiality.
- Problem Resolution: Identify and resolve any issues or discrepancies related to member accounts or transactions in a timely manner.
- Cross-Selling: Identify opportunities to offer additional products and services that meet the needs of members, enhancing their overall experience with the credit union.
Qualifications:
- High school diploma or equivalent required
- Proven experience in a customer service or financial services role, preferably within a credit union or banking environment.
- Strong communication skills with the ability to effectively handle phone-based interactions.
- Proficiency in using financial software and tools, with the ability to quickly learn new systems.
- Exceptional attention to detail and accuracy in processing transactions.
- Ability to multitask and manage time effectively in a fast-paced environment.
- Knowledge of credit union products and services, or a willingness to learn.
Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Source : FiStaff
