Financial Services Specialist Share:

Responsibilities

• Determine prospective members' qualifications for membership based on current field of membership.
• Transfer accounts for members and make appropriate referrals to cross sell a variety of Credit Union services.
• Open new share, checking, IRA, and certificate accounts, and maintain existing and closed accounts. Carry through related duties and activities according to Credit Union policies and procedures.
• Obtain proper documentation of direct deposits and related duties.
• Process and maintain safety deposit box rentals, billing, and other related duties when applicable.
• Answer a variety of member inquiries and maintain a good working knowledge of Credit Union services.
• Submit loan application information for members to Consumer Lending.
• Complete member loan signings in accordance with Credit Union policies and procedures.
• Perform all cash handler functions at peak periods in the service center.
• Perform vault duties for the service center as needed.
• Provide exceptional member service.
• Must follow Credit Union policies and procedures as outlined for Loans, Member Services, Tellers, the Employee Guide, and Security, ensuring all dual control and internal controls are followed within their area of responsibility.
• Must be a self-starter, self-motivated, and use initiative while effectively adapting to change.
• Provide assistance to service center personnel in the absence or unavailability of the manager or supervisor, including approvals and overrides.
• Open and close service center as needed.
• Duties as assigned.

Qualifications

• Position Knowledge - Knowledge, skill, and mental development equivalent to completion of high school is required. Financial or credit union experience helpful but not required.
• Problem Solving - The individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully.
• Interpersonal Skills - The individual maintains confidentiality, remains open to the ideas of others, and exhibits willingness to try new things.
• Oral Communication - The individual speaks clearly and persuasively in positive and negative situations. The individual maintains on-going communication with the Department Manager concerning activities of the department as well as needs or problems and keeps them informed of all pertinent problems, irregularities, new developments, changes, and other important information.
• Written Communication - The individual edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information.
• Planning/Organizing - The individual prioritizes and plans work activities, uses time efficiently, and develops realistic action plans.
• Quality Control - The individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
• Dependability - The individual is consistently at work and on time (except for those cases protected by law which are outlined in the Employee Guide), follows instructions, responds to Management direction, and solicits feedback to improve performance.
• Observes Policies/Procedures - The individual observes Credit Union policy and applicable Standard Operating Procedures, as well as those in the Employee Guide.
• Image - The individual must display a positive and professional image.

Applicant Requirements:

• Possess high school diploma or equivalent
• Must be bondable

Learn more about Fibre Federal Credit Union and TLC Credit Union at our website: www.fibrecu.com **All offers for employment with Fibre Federal Credit Union are contingent upon the candidate having successfully completed a background check, credit check, and drug screening.***

We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law.