Financial Services Representative

Ready to look forward to going to work every day? Want to be a part of a service driven culture where employees are appreciated? Check out our opportunity with Bayer Heritage Federal Credit Union!

Essential Functions and Responsibilities

• Interview members assisting with the selection of appropriate loan products. Process applications and ensure proper documents are received and completed.
• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• Receives and processes member financial transactions, including deposits, withdrawals, payments, and transfers.
• Balances cash drawer and daily transactions.
• Maintain knowledge and properly follow policies and procedures for the office including but not limited to Reg CC, Robbery/Security, Loan Policy, etc.
• Log in to ICD group daily and assist callers in a timely manner.
• Cross-sell debt protection products. Maintain goal of 60% of total dollars processed. Look for opportunities and cross-sells services to members.
• Performs other related duties as assigned.

Performance Measurements

• To participate fairly in the handling of ICD calls and email responses providing friendly, prompt, professional and accurate service and support to all members and coworkers in a timely manner and assist lobby members within 5 minutes.
• To open all types of accounts, products and services accurately. Ensure all related forms are complete and legible with minimal errors.
• To produce, close, and complete member loan documents, reports, etc. in a timely fashion, with minimal errors.
• To provide professional, friendly and accurate service to members and co-workers.
• To prepare member loan documents and scan within 7 days of original loan date.
• To proactively seek to cross sell credit union products and services for the betterment of the member and meet 60% goal on debt cancellation products.
• Complete LMS modules in a timely manner with a passing grade of 90%.
• To actively attend and participate in assigned committee meetings and events.

• Three to five years of similar or related experience.
• Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Operates a ten key calculator and computer keyboard by touch.
• A high school education or GED.

EEO Statement

Bayer HFCU is an equal opportunity employer. We are committed to our policy of providing equal employment opportunity in a manner consistent with applicable laws and regulations, including federal laws prohibiting employment discrimination on the basis of race, color, creed, national origin, sex, age, disability, sexual orientation or genetic information.