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Financial Services Representative

Houston, TX 77077

Posted: 09/04/2024 Industry: Banking/Credit Union/Mortgage Job Number: 5633 Pay Rate: 19.00

Job Description

Exciting Credit Union FSR Opportunity!
Position Overview: We are seeking a motivated and detail-oriented Financial Services Representative (FSR) to join our dynamic team. In this role, you will be the primary point of contact for our members over the phone, assisting them with a range of financial services including wire transfers, teller transactions, cash advances, and new account openings. Your ability to communicate effectively, manage multiple tasks, and deliver outstanding customer service will be key to your success in this role.

Key Responsibilities:
  • Member Communication: Provide exceptional service to members over the phone, addressing their inquiries, resolving issues, and providing information about credit union products and services.
  • Wire Transfers: Process domestic and international wire transfers efficiently and accurately, ensuring compliance with regulatory requirements and internal policies.
  • Teller Transactions: Handle various teller transactions, including deposits, withdrawals, and loan payments, with accuracy and attention to detail.
  • Cash Advances: Process cash advances for credit card holders, ensuring proper authorization and adherence to security procedures.
  • New Account Openings: Assist members in opening new accounts, including checking, savings, and other financial products, while ensuring all necessary documentation is completed and compliance requirements are met.
  • Record Keeping: Maintain accurate records of transactions and member interactions, ensuring data integrity and confidentiality.
  • Problem Resolution: Identify and resolve any issues or discrepancies related to member accounts or transactions in a timely manner.
  • Cross-Selling: Identify opportunities to offer additional products and services that meet the needs of members, enhancing their overall experience with the credit union.

Qualifications:
  • High school diploma or equivalent required
  • Proven experience in a customer service or financial services role, preferably within a credit union or banking environment.
  • Strong communication skills with the ability to effectively handle phone-based interactions.
  • Proficiency in using financial software and tools, with the ability to quickly learn new systems.
  • Exceptional attention to detail and accuracy in processing transactions.
  • Ability to multitask and manage time effectively in a fast-paced environment.
  • Knowledge of credit union products and services, or a willingness to learn.

Note: We are an equal opportunity employer and value diversity in our workforce. 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.

Meet Your Recruiter

Caroline Harper
Recruiter

Caroline is a passionate recruiter who is dedicated to helping candidates not just find jobs, but meaningful and fulfilling career opportunities. Caroline is a proud member of the Fighting Texas Aggie Class of 2022, with a BS in Communication and a minor in Psychology. Shortly after graduating, she joined the FiStaff team in May of 2022. She cares deeply for her candidates and clients, focusing on job fits that will ensure their long-term success.

Caroline grew up with her parents and two older siblings in Spring, TX. In her free time, Caroline is very involved in her music and loves to sing and play guitar. She enjoys relaxing and reading by the pool. Caroline also loves spending time with friends and family anytime she gets the chance. 

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Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!
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