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Financial Services Representative
$47k-58k (estimate)
Full Time | Banking 3 Months Ago
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Scott Credit Union is Hiring a Financial Services Representative Near Highland, IL

 
Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Highland, IL area to apply to join our amazing Highland Branch! This Financial Services Representative position works Monday – Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs.

Purpose, Mission, Vision, Values

At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team!

Purpose:
To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities.
 
Mission:
Members. Value. Community.
 
Vision:
Building Better Financial Futures.
 
Values:
Accountability - we take pride and ownership in all we do.
Diversity - we are committed to fostering a diverse, equitable, and inclusive work environment.
Growth - we encourage the professional development of our employees.
Integrity - we maintain the highest ethical standards.
Service Excellence - we are devoted to continuously "WOW"ing our members and colleagues through the 3e Promise.

Why You Should Join Our Team 

Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2023, the tenth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU’s commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization’s overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/.

The Day to Day as a Financial Services Representative 

Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like:

  • Providing customer service to SCU members 
  • Processing financial transactions such as deposits, withdrawals, transfers, opening and closing of accounts, etc., efficiently and accurately
  • Operating computer to accurately post transactions, balance transactions, and access and update account information
  • Identifying, educating, and presenting SCU products and services to new and existing members 
  • Recognizing cross sale opportunities through needs based financial conversations and referring members to mortgage, business lending/services and investments
  • Ensuring consistent delivery of SCU’s member engagement model by leveraging technology including tablets, enhanced ATM’s, and other digital service channels
  • Working to meet individual sales and operational goals as well as assisting the branch team in achieving branch goals 
  • Fostering and maintaining relationships with members 

Are You a Good Fit?

Ask yourself the below questions to help determine if this job is the right fit for you.

  • Do you enjoy engaging with people and providing exceptional customer service?
  • Are you detail-oriented and like working with numbers?
  • Do you thrive in a fast-paced environment?
  • Are you a positive person who enjoys working as part of a team?
  • Do you enjoy working in a diverse environment with diverse members?
  • Do you take pride and ownership in all that you do?
  • Are you looking for a job where you can develop professionally?

If you answered yes to these questions, we hope you apply!

To Be Considered, You’ll Need:

  • A High School Diploma or GED
  • One year of customer service experience
  • Personal computer experience, including Microsoft Office products

 Pay Range: 

  • The typical pay range for this role is: $17.00 - $22.00 hourly

Are You Ready to Join Our Team?

If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. 

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking; 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$47k-58k (estimate)

POST DATE

02/04/2023

EXPIRATION DATE

07/13/2024

WEBSITE

scu.org

HEADQUARTERS

BELLEVILLE, IL

SIZE

100 - 200

FOUNDED

1943

CEO

NORA AGULLAR

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Scott Credit Union

Scott Credit Union is a full-service financial institution that is member owned, member operated, and not-for-profit. We offer similar products and services to what the conventional financial institutions have, but we do so with our members best interest in mind. Any revenue generated after expenses and reserves are met is given back to the members in the form of better rates and more services. Therefore, having your accounts with Scott Credit Union can save you money. Get started today become a member of Scott Credit Union! Interested in working somewhere that has been named a Top Workplace ... by the St. Louis Post-Dispatch eight years in a row? At Scott Credit Union, we truly value our employees. While our buildings convey the Scott Credit Union name that our members know to trust, its the faces inside that make it much more than a place of business. These faces represent the promise that we will help each member make the most of their money, in the simplest manner possible all while getting to know members personally by name and not by a number. If you are an energetic, hard-working individual with a passion to help others, we encourage you to apply today! More
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The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

04/04/2022: Riverside, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

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Provide efficient sales, services to customers and monitor sales for all referral objectives.

02/13/2022: Saint Paul, MN

To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

02/26/2022: Topeka, KS

A financial service representative provides financial advice and matches financial products with customers' needs and goals.

02/16/2022: Richland, WA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

02/19/2022: Olympia, WA

Opt for more than a basic bank account.

03/19/2022: New York, NY

Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

02/16/2022: Frankfort, KY

Soft skills for financial services representative roles can be of help.

02/20/2022: Bradenton, FL

Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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Step 3: View the best colleges and universities for Financial Services Representative.

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