Description

Excite is a relatable, jean-wearing, highly-caffeinated, value-based community credit union. We believe in giving everyone a chance to build a financially stronger future so that together we can build a stronger community. Our promise is to treat our members like neighbors, not numbers, and get their money to work as hard as they do. People matter at Excite Credit Union - we always take ownership, set the bar high and pull together as a team to ensure we do right and good for each other and our members.

We speak up, have the freedom to think on our feet and understand that we are in the people business. So we don’t let tradition get in the way of creating solutions to meet the needs of our members. We are passionate advocates making an impact in our community. Beyond our services, we incite change through nonprofit partnerships, financial literacy, donations and volunteerism. We believe everyone deserves to step up to better when it comes to their place of work and where they bank.

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Excite Credit Union is looking to hire a Financial Service Representative for their Racine Branch. This position will provide a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. This person will also actively promote and advise on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity.

Please note this is an in-person role and the selected candidate must be available to work Saturdays during business hours.

What is in it for you?

We offer….

• Competitive pay $16-$18/hour depending on experience
• Comprehensive benefits plan
• Retirement plan with matching contribution
• Wellness, and Well-being programs
• Financial education and planning
• Opportunity for professional development and continuing education allowance
• Team member loan discounts
• And so much more

Essential Functions Include but are not limited to:

• Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the credit union, are actively pursued and routinely achieved in the day to day performance of job duties
• Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions
• Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures
• Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift
• Answers basic questions from members and effectively communicates the credit union’s products, services and membership requirements
• Handles all negotiable items, such as cashier’s checks, money orders, gift cards and temporary checks, in an accurate and efficient manner
• Redeems US Savings Bonds
• Performs financial center opening and closing duties as assigned
• Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals
• Makes effective referrals to other specialists when appropriate
• Uses effective communication skills to learn about each member and builds relationships
• Actively seeks to uncover “unexpressed” member needs during each interaction
• Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union

Requirements

Required Experience and Education

• High school diploma or equivalent
• Minimum 1-year customer-facing experience in a retail environment
• Experience working in positions with sales/referral goals (team & individual)
• Previous cash handling experience
• Demonstrated ability to be fiscally responsible

Desirable Experience and Education

• Experience with DNA and Meridian Link a plus
• Previous financial industry experience
• Bi-lingual skills (English/Spanish)