What are the responsibilities and job description for the Financial Service Representative position at Campus Federal Credit Union?
Campus Federal Credit Union seeks a Financial Service Representative to join our team at our Our Lady of the Lake branch. The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members. A key component of this service is to identify member needs and provide appropriate credit union product solutions that will enhance the lives of our members.
Financial Service Representatives provide current and prospective members’ exceptional service using a consultative sales approach to become the member’s trusted advisor through every stage of their life.
Responsibilities:
- Actively cross-sell additional products and services by identifying the financial needs of current and prospective members and offers appropriate credit union solutions
- Promotes business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new services
- Assist in attaining established Credit Union and branch goals through active participation and promotion of sales management actives including outbound calling program
- Assumes responsibility and is accountable for adherence to Credit Union policies and procedures
- Handles routine member inquires, financial transactions, account maintenance and problem resolution in an accurate and timely manner
- Actively participates in in-house consumer lending training to prepare for basic lending limits.
- Maintains a working knowledge of all Credit Union products and services
- Ability to assist at other branches in the region based on staffing needs
- May assist the teller line, as needed to include processing teller transactions and mentoring tellers
- Travel as required for training and development
Please note: This position may not have lending authority and will not be allowed to take mortgage loan applications without MLO registration.
Education and Experience:
- High School Diploma/GED and minimum of two years of experience in a financial institution
- Knowledge of banking rules and regulations
- Excellent oral and written communication skills
Why Campus Federal?
We offer a supportive, mission-driven workplace with a comprehensive benefits package:
- 100% employer-paid health, dental, and long-term disability insurance for employees
- Competitive compensation and retirement plans
- Generous paid time off and sick leave
- Opportunities for growth and advancement
If you're a financial professional with a passion for accuracy, leadership, and community impact, we invite you to apply today.
Due to the high volume of applications, only the most qualified candidates will be contacted.