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Financial Service Representative (FSR)

Company: Greater Iowa Credit Union
Location: Ames
Posted on: May 25, 2023

Job Description:

We are currently seeking a Financial Service Representative (FSR) to serve our Southgate Branch.Role:This position will meet the service and sales needs and assure all member contacts are handled in a friendly, efficient and professional manner creating a positive experience. To be knowledgeable on the products and services offered by the credit union and handle inquiries to assist members in solving problems and/or obtaining information while matching products and services best suited to their needs. To handle member's financial transactions, open new accounts, take/process lending applications and cross-sell other credit union products and services on a daily basis. To support teamwork and assist their supervisor and the team in achieving day to day transactions and other branch operations as needed.Bilingual Candidates will receive pay differential.Location: 200 Airport Road, Ames, IA 50014Hours: Monday - Thursday 8:30am to 5pm, Friday 8:30am to 5:30pm and rotating Saturday's 9am to NoonEssential Functions & Responsibilities:Receives and processes member's financial transactions, including deposits, withdrawals and loan request payments. Performs a variety of member service tasks including taking stop payments, cashing in coin and credit card payments. Also responsible for all aspects of certificates of deposit, safe deposit boxes, balancing checkbooks and assisting with fraud paperwork for the members.Responsible to open, close and service any type of new deposit account. Takes and processes loan applications. Maintain complete comprehension of account policies and procedures, assuring all member contacts and information are handled thoroughly in a friendly, efficient, confidential and professional manner. This includes cross-selling overdraft protection, direct deposit, ATM/debit cards, credit cards, e-services bill-pay as well as all other consumer loan and credit card products and services.Actively greets and welcomes members at the door, provides information concerning services and sales of all credit union products and services, handling their requests. Is responsible to meet service and sales goals as determined by the supervisor utilizing the skills learned through "Elevate the Experience" training.Be accountable for cash in and out of the machine and other items needed to balance the teller GL's daily. Will be expected to balance at the end of the day while keeping his/her area neat and orderly.Be responsible for transactions conducted in person, over the telephone, in addition to drive-up traffic.Assure all member contacts are handled in a friendly, efficient and professional manner and that all account information is handled confidentially.Performs other job related duties as assigned.Knowledge and Skills:Experience: Six months to two years of similar or related experience.Education: A high school education or GED.Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.Other Skills1. Proven record of accuracy and attention to detail.2. Ability to multi-task and prioritize work.3. Strong communication skills and diplomacy.4. Ability to read and understand written instructions, standard practices and procedures.Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit. The employee frequently is required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance. The employee must frequently lift and/or move up to 25 pounds and occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.Work Environment Work is performed in a standard office environment with a quiet to moderate noise level. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Greater Iowa is an Affirmative Action, Equal Opportunity Employer (AA/EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Keywords: Greater Iowa Credit Union, Ames , Financial Service Representative (FSR), Sales , Ames, Iowa

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