Keesler Federal Credit Union
Financial Service Representative l - Jefferson Financial 4943
Keesler Federal Credit Union, Metairie, Louisiana, us, 70011
Overview
Position:
Financial Services Representative I (FSR I) Department:
Retail Operations Reports To:
Branch Manager or Assistant Branch Manager FLSA : Non-Exempt Grade 8 Travel may be required during training. Additional details will be discussed during the interview. EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) Note:
We currently do not sponsor work related visas. Summary Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer and business member accounts and cross selling services to members while providing extraordinary service. Explains products and services’ value, benefits, features, rates and fees to members. Using the sales and service process, conducts a high quality interview with members and potential members to satisfy their needs. Represents the credit union in a professional, friendly, courteous manner and provides prompt, efficient, and accurate service in processing transactions. Stays current with membership requirements, deposit products, services, loan products, and marketing campaigns. Essential Functions Creates new membership accounts. Opens and processes required documentation for all types of consumer and business deposit accounts including individual retirement accounts and certificates of deposit. Conducts quality interviews with members to meet needs through credit union products and services. Uses loan operating system and the sales and service process to complete quality consumer loan applications (over the phone or in person). Clearly communicates decisions to the member in a positive and tactful manner. Disburses loans in accordance with guidelines and ensures paperwork for loan closure is completed. Responsible for sales of ancillary products on qualified loan applications. Provides merchant referrals directly to the merchant for business accounts. Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director. Orders and statuses ATM and Debit cards through the card printing system and provides cards instantly; handles ATM and Debit card disputes and fraud disputes. Resolves member concerns, complaints, discrepancies, and problems using available resources and CRM for tracking. Participates in marketing campaigns and makes outbound calls to discuss products or services for which the member qualifies. Completes all required training for this position as directed by management and participates in training classes. Maintains proficiency in computer systems necessary to perform the job satisfactorily. Compliance with all Federal regulations including BSA, OFAC, Red Flag Program, FCRA and REG CC; upholds member information confidentiality. Assists the Member Contact Center with overflow calls as needed. Within the scope of FSR I authority, assists the teller line with teller transactions during branch staffing shortages in accordance with policies and procedures. Maintains cash control through double counting and adherence to dual control procedures. Uses check holds and cash transaction procedures when processing transactions and applies Reg CC where applicable. Other Duties and Responsibilities Maintains branch office equipment and supplies to keep the office functioning efficiently. Assists in balancing the ATM and Night Depository as directed by the Branch Manager or Assistant Branch Manager. Supports branch appearance and keeps a clean and orderly workspace. Other duties as assigned. Knowledge & Skills Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, Sales and Service Training and Teller training required by the KFCU Training Department. Ability to operate computer terminals, printers, calculator, fax, telephone, currency counter, and copy machine with accuracy. Outgoing personality, helpful member service attitude and ability to sell credit union products and services. Strong basic math skills, accuracy and attention to detail. Ability to understand and implement changing policies and procedures. Knowledge of teller transactions relevant to the position. Maintain confidentiality and dependability. Exceptional oral and written communication skills. Interpersonal Skills Courtesy, tact, and diplomacy are essential; work involves contact with others inside and outside the organization for information exchange, relationship building, or cooperation. Computer Skills Extensive use of personal PC; proficient in Microsoft Word and Excel; internet and email usage. Ability to navigate the internet to search for data and complete online forms. Some familiarity with emerging technologies (mobile devices, imaging, social media). Familiarity with home banking and bill pay services. Certificates, Licenses and Registrations Sales and Service Standard Physical Demands The physical demands described here are representative of those that must be met by an employee to perform the essential functions. Reasonable accommodations may be made. The employee is regularly required to sit, stand, walk, use hands, reach, talk and hear. Kneeling or crouching may be required. Lifting up to 10-15 pounds occasionally. Work Environment The work environment is a standard office setting with extensive desktop computer use; normal office noise levels. Declaration The human resources department retains the right to make changes to this job description. EOE/Protected Veterans/Individuals with Disabilities. This employer will notify applicants of rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor. Expiry Note: This job posting does not indicate a current opening or active application process; if you rely on this text for posting, update status accordingly.
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Position:
Financial Services Representative I (FSR I) Department:
Retail Operations Reports To:
Branch Manager or Assistant Branch Manager FLSA : Non-Exempt Grade 8 Travel may be required during training. Additional details will be discussed during the interview. EXTRAORDINARY BENEFITS: Medical, dental, and vision insurance Short Term & Long Term Disability Benefits Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life Insurance 401(k) Retirement Plan with 100% match on the first 5% contributed by you Paid Leave 11 Paid Holidays Tuition Reimbursement Competitive Scholarships EAP (Employee Assistance Program) Note:
We currently do not sponsor work related visas. Summary Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer and business member accounts and cross selling services to members while providing extraordinary service. Explains products and services’ value, benefits, features, rates and fees to members. Using the sales and service process, conducts a high quality interview with members and potential members to satisfy their needs. Represents the credit union in a professional, friendly, courteous manner and provides prompt, efficient, and accurate service in processing transactions. Stays current with membership requirements, deposit products, services, loan products, and marketing campaigns. Essential Functions Creates new membership accounts. Opens and processes required documentation for all types of consumer and business deposit accounts including individual retirement accounts and certificates of deposit. Conducts quality interviews with members to meet needs through credit union products and services. Uses loan operating system and the sales and service process to complete quality consumer loan applications (over the phone or in person). Clearly communicates decisions to the member in a positive and tactful manner. Disburses loans in accordance with guidelines and ensures paperwork for loan closure is completed. Responsible for sales of ancillary products on qualified loan applications. Provides merchant referrals directly to the merchant for business accounts. Maintains a high level of productivity by meeting or exceeding established goals set by Branch Manager and Regional Director. Orders and statuses ATM and Debit cards through the card printing system and provides cards instantly; handles ATM and Debit card disputes and fraud disputes. Resolves member concerns, complaints, discrepancies, and problems using available resources and CRM for tracking. Participates in marketing campaigns and makes outbound calls to discuss products or services for which the member qualifies. Completes all required training for this position as directed by management and participates in training classes. Maintains proficiency in computer systems necessary to perform the job satisfactorily. Compliance with all Federal regulations including BSA, OFAC, Red Flag Program, FCRA and REG CC; upholds member information confidentiality. Assists the Member Contact Center with overflow calls as needed. Within the scope of FSR I authority, assists the teller line with teller transactions during branch staffing shortages in accordance with policies and procedures. Maintains cash control through double counting and adherence to dual control procedures. Uses check holds and cash transaction procedures when processing transactions and applies Reg CC where applicable. Other Duties and Responsibilities Maintains branch office equipment and supplies to keep the office functioning efficiently. Assists in balancing the ATM and Night Depository as directed by the Branch Manager or Assistant Branch Manager. Supports branch appearance and keeps a clean and orderly workspace. Other duties as assigned. Knowledge & Skills Education: A high school education or GED. Community college coursework is desired. Experience and Other Requirements: One year to three years of similar or related experience. Completion of Lending Class, New Accounts training, Sales and Service Training and Teller training required by the KFCU Training Department. Ability to operate computer terminals, printers, calculator, fax, telephone, currency counter, and copy machine with accuracy. Outgoing personality, helpful member service attitude and ability to sell credit union products and services. Strong basic math skills, accuracy and attention to detail. Ability to understand and implement changing policies and procedures. Knowledge of teller transactions relevant to the position. Maintain confidentiality and dependability. Exceptional oral and written communication skills. Interpersonal Skills Courtesy, tact, and diplomacy are essential; work involves contact with others inside and outside the organization for information exchange, relationship building, or cooperation. Computer Skills Extensive use of personal PC; proficient in Microsoft Word and Excel; internet and email usage. Ability to navigate the internet to search for data and complete online forms. Some familiarity with emerging technologies (mobile devices, imaging, social media). Familiarity with home banking and bill pay services. Certificates, Licenses and Registrations Sales and Service Standard Physical Demands The physical demands described here are representative of those that must be met by an employee to perform the essential functions. Reasonable accommodations may be made. The employee is regularly required to sit, stand, walk, use hands, reach, talk and hear. Kneeling or crouching may be required. Lifting up to 10-15 pounds occasionally. Work Environment The work environment is a standard office setting with extensive desktop computer use; normal office noise levels. Declaration The human resources department retains the right to make changes to this job description. EOE/Protected Veterans/Individuals with Disabilities. This employer will notify applicants of rights under federal employment laws. For more information, review the Know Your Rights notice from the Department of Labor. Expiry Note: This job posting does not indicate a current opening or active application process; if you rely on this text for posting, update status accordingly.
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