What are the responsibilities and job description for the Financial Service Representative II position at South Carolina Federal Credit Union and Careers?
South Carolina Federal Credit Union is currently seeking a Financial Service Representative II to join our team of outstanding professionals at our Southampton Financial Center in Mt. Pleasant, SC.
Duties include but are not limited to:
- Navigate multiple systems to professionally perform Service I and II task in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
- Service I task include, but are not limited to, processing monetary/non-monetary transactions, balancing cash drawers, servicing debit cards, and performing account maintenance, as well as conducting other Service I related task.
- Service II task include, but are not limited to, processing disputes/fraud and wire transfers, removing joint account owners and POD beneficiaries, servicing IRA accounts and safety deposit boxes, and accepting/revoking power of attorneys, as well as conducting other Service II related task.
- Professionally correspond with consumer and business members and provide superior member service.
- Consistently meet or exceed established performance objectives and operational standards.
- Engage in relationship building discussions with members to identify financial needs.
- Maintain in-depth product and service knowledge in order to refer products and services that best fit the members’ needs.
- Refer business, mortgage, insurance, and investment products and services.
- Assist members with various online products and services offered.
- Appropriately handle member complaints and resolve problems.
- Properly verify members’ identification and ensure confidentiality of members’ information.
Minimum requirements include:
- Possess a high school diploma or equivalent (GED).
- Possess a minimum of one year of similar or related customer/member service experience within a financial service environment.
- (Internal) Possess a minimum of one year of experience as a successful Financial Service Representative I at SC Federal that consistently meets or exceeds performance objectives and operational standards.
- Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
- Possess demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.
- Possess demonstrated ability to provide superior member/customer service.
- Possess demonstrated ability to professionally handle member complaints with a successful outcome.
- Possess demonstrated ability to engage in relationship building discussions.
- Possess demonstrated ability to identify members’ needs and refer products and services.
- Possess demonstrated ability to achieve individual and team objectives.
- Possess demonstrated ability to effectively multi-task.
- Possess time management and organizational skills.
- Possess problem solving and decision-making skills.
- Possess interpersonal skills and the ability to work well with others.
- Possess basic proficiency in Windows based programs.
- Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.
NOTE: Relevant military experience is considered for veterans and transitioning service members.
South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.
#TEAMBLUE