What are the responsibilities and job description for the Financial Services Representative - Bedford position at Worth Credit Union?
Fort Worth Community Credit Union strives to provide excellent member service, which is a result of having friendly, knowledgeable, and helpful employees. Career opportunities at various levels exist with the credit union. Fort Worth Community Credit Union is an Equal Opportunity Employer. We accept applications at all times even when a specific opening is not available. We conduct background screens and drug testing on candidates for employment, and we certify all employees through E-Verify.
Fort Worth Community Credit Union offers full-time employees an excellent benefits package that includes:
Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)
Fort Worth Community Credit Union promotes from within whenever possible, so your career can progress within the same company. We hire only the best and brightest. Our positions are demanding but provide an excellent opportunity to learn the financial industry.
This position is located in the Bedford branch, inside our Headquarters building.
Work hours: Monday - Thursday 8:45am - 5:30pm, Friday 8:30am - 6:30pm, and 2 Saturdays per month 8:30am - 12:30pm.
Summary: Financial Services Representative duties include opening new accounts, establishing IRAs, issuing ATM/debit cards, cross-selling credit union products and services, and assisting members with lending services (providing general lending information to members, taking loan applications, and preparing loans for credit approval and disbursal).
Requirements: Candidates must have excellent customer service abilities. A minimum of 1-year recent financial institution experience is required, preferably in a credit union. Necessary skills include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based programs, email); strong time management and organizational skills, attention to detail, and the ability to communicate with tact and professionalism. Experience with XP2 and/or Meridian Link is helpful.
Additional Information: This position may be required to float to other branches when necessary, as determined by Operations management. Candidates must be willing to commute to other locations as needed, and have reliable transportation. When the work location is a branch other than the Headquarters office, mileage will be reimbursed according to company policy.
Benefits: Full Benefits Package including medical, dental, and vision coverage; paid vacation, sick and holidays; 401(k) Program, Employee Assistance Program, and business casual dress.
FTWCCU is an Equal Opportunity Employer. FTWCCU makes no guarantee as to the availability of the posted positions. Due to ongoing recruitment efforts, some of these positions may have been filled or have offers pending to existing candidates.