Financial Services Representative
Company: Primeway Federal Credit Union
Location: Houston
Posted on: January 15, 2021
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Job Description:
Position Summary: A key element in this member service position
is to identify the member's financial needs and recommend an
appropriate Credit Union solution. In addition the position will
assist existing and new members with their financial transactions,
involving paying and receiving cash and other negotiable
instruments, new accounts and services. Responsibilities: *
Demonstrates a commitment to the culture of PrimeWay by adhering to
the G-VAL-HI promise, by openly contributing to the success of
others on the team, and by living by the core values that define
the CARING culture. * Build member relationships to achieve or
exceed the established sales and service goals. * Perform daily
member services, such as opening and closing accounts, and account
research. * Welcome members and provide routine information
concerning services; direct members to appropriate department for
specific information and service. * Receive and process member
financial transactions including deposits, withdrawals, loan
payments; merchandise sales. * Demonstrate awareness of Credit
Union and branch goals, and recommend appropriate products and
services to meet or exceed sales goals. * Achieve and maintain an
expert level of product knowledge and sales skills in order to
identify, recommend, and promote the appropriate products and
services to meet individual member needs. * Process member
financial transactions; originate, process, and close consumer
loans. * Identify fraudulent activity to prevent potential loss. *
Observe Credit Union guidelines, policies, and procedures in order
to adhere to compliance, regulations and security standards. * Must
demonstrate a functional knowledge of the Bank Secrecy Act in
addition to other Federal laws, including but not limited to: U.S.
Patriot Act, Office of Foreign Assets & Control, Anti-Money
Laundering, Right to Financial Privacy Act, and the Bank Bribery
Act. * Promote and establish strong, positive, and productive
working relationships at all levels within the organization. *
Update member information and records as requested. * Complete
requests for special services, such as statements copies, check
copies, stop payment orders and debit cards. * Perform a variety of
miscellaneous tasks including processing reports, filing, computer
input and answering the telephone. * Perform other duties and
assist other employees, as assignedKnowledge and Skills * Ability
to maintain significant levels of diplomacy and trust, in addition
to normal courtesy and tact. * Ability to provide excellent
internal and external service; effective people skills * Excellent
communication skills; ability to use applicable computer software *
Ability to motivate or influence others Education and Experience*
High school education or GED 6 months - 2 years relevant experience
* Credit Union or Banking experience: 2 yearsADA Requirements *
Perform primarily sedentary work with limited physical exertion and
occasional lifting of up to 5 lbs. Must be capable of
climbing/descending stairs in emergency situation. Must be able to
operate routine office equipment including telephone, copier,
facsimile, and calculator. Must be able to routinely perform work
on computer for an average of 6-8 hours per day. Must be able to
work extended hours whenever required or requested by management.
Must by capable of regular, reliable and timely attendance.
Keywords: Primeway Federal Credit Union, Houston , Financial Services Representative, Other , Houston, Texas
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