100,000's of Government Jobs

Search Government Jobs

Job Field: Office Jobs
Location: Texas

JOB SUMMARY:

---

Financial Service Representative
Location: Austin, TX
Exempt/Non-Exempt: Non-Exempt
Benefits: Group medical, group dental, life/AD&D, short/long term disability, 12 paid holidays and up to 19 annual days of leave and two retirement plans
Employment Type: Full Time
Branch: SW Austin TX/Near Barton Creek Mall
Description:
Location: 2009 S. Capital of Texas Hwy. Austin, 78746
Come join this winning team to see why United Heritage Credit Union is a great place to work. We are looking for the right people to make a difference for our members and live the credit union philosophy of "People Helping People." When you work for United Heritage you will be representing a company that brings its best to the communities we serve.

Duties:
*
The Financial Service Representative provides personalized service to our members supporting all their credit union financial services needs, including complex lending, savings, and individual retirement account requirements.
*
Promote and maintain positive relations with all contacts, members and potential members.
*
Actively participate in cross selling and referring beneficial products and services to members and non-members.
*
Process all financial transactions for members accurately, efficiently, and in a professional manner.
*
Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
*
Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed.
*
Assist members with drafts, account servicing, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions.
*
Exercise discretion, judgment, and initiative with each transaction while presenting a positive image of the organization
Qualifications:
* High school diploma or GED equivalent.
* Minimum 1 year experience in a sales environment or financial institution.
* Previous experience as a financial service representative or personal banker preferred.