• TMSM COC
  • Floating Financial Services Representative

    Posted: 04/11/2021

    Basic Qualifications:  

    High school diploma or GED;
    Minimum one year of customer service experience.
    Personal computer experience to include Microsoft Office products.

    PREFERRED EDUCATION and/or EXPERIENCE
    Minimum one year of experience with a financial institution.     

    Primary Functions:  

    FSRs are one of the primary points of contact for SCU members.  They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts.  During their conversations, FSRs are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.  

    DUTIES AND RESPONSIBILITIES include the following.

    • Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.

    • Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals.

    • Recognize cross sale opportunities through needs based financial conversations, referring members to Mortgage, Commercial Banking and Retirement and Investment Services.

    • Ensures consistent delivery of SCU’s member engagement model leveraging technology including tablets, enhanced ATM’s and other digital service channels available to SCU members.

    • Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed.

    • Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition.

    • Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.

    • Responds to routine member inquiries regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.

    • Work might be performed on the teller platform, at the drive-up windows or in the lobby.

    • Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.

    • Assist others to complete tasks and work assignments.

    Duties, responsibilities, and activities may change at any time with or without notice.
      

    CERTIFICATES, LICENSES, REGISTRATIONS:
    Notary Public license within six months of hire date.    

      

    Work Schedule:  

    Full Time – Monday through Saturday    
    Saturday Rotation as Scheduled.
    Varied hours and schedule depending on operational needs.     

    Location:  

    Will work at branches in the North, Central, and South Markets; Work location may change according to SCU staffing needs.


    For more information visit https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=766f7851-7cf7-4ebf-bb47-877e33aee31d&ccId=19000101_000001&type=MP&lang=en_US&selectedMenuKey=CareerCenter