Financial Services Representative (FSR) Position Available In Escambia, Florida
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Job Description
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FINANCIAL SERVICE REP I
(Universal Teller)Full Time
PENSACOLA, FL, US
- About us
- Members First Credit Union of Florida is a small business in Pensacola, FL.
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WERE LOOKING FOR MEMBER-FOCUSED PROFESSIONALS LIKE YOU!
- This is your chance to be part of the Members First Credit Union of Florida team, where you’ll make a difference every day.
Our employees keep the satisfaction of our entire membership as a top priority. We are dedicated to showing the greatest attention and appreciation every time we work with our members. We are excited that you are considering a future with Members First Credit Union of Florida.
It is through our employees that we consistently exceed the expectations of our members by providing superior service that coincides with our pillars of community, partnership, and family.
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POSITION SUMMARY
- Represent the Credit Union in a professional and courteous manner. Must be service oriented and greet and serve the members and guests promptly and professionally in a concierge type of environment.
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EDUCATION AND/OR EXPERIENCE
- High school diploma or the equivalent. Cash handling experience preferred, but not required. Abilities generally acquired on the job in 12 months.
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REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
- Knowledge and basic understanding of cash services and branch operations, procedures, products and services.
Must have good communication skills, professional appearance, and positive attitude. Good math and typing skills are needed. Ability to utilize Windows, Office 365 Suite, and other online platforms. Ability to operate related computer applications and other business equipment, including adding machine, copy machine, coin and money counting machines, and telephone. Must be bondable.
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ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assumes responsibility for efficient, effective, and accurate performance of cash services functions:1.
Serves as the primary member contact person for the Credit Union by greeting members and guests to the Credit Union in a professional, concierge manner.2. Performs routine member transactions in the lobby or drive-thru area, including deposits, withdrawals, check cashing, official checks, money orders, cash advances, loan payments, line-of-credit advances, wires, electronic services, and miscellaneous sales (i.e. pre-paid cards and discounted movie tickets).3. Monitors amounts and examines negotiable documents for endorsement to detect and resolve discrepancies promptly.4. Balances daily transactions and verifies cash totals. Investigates and resolves out-of-balance conditions.5. Assists with ATM balancing and processes deposits for ATM and night deposit.6. Presents, explains and actively cross-sells Credit Union products and services to members and assists in meeting their financial needs, including all types of available accounts, rates, and other related services.7. Close depository accounts offered by the Credit Union with supervisors assistance.8. Orders checks, completes and processes stop payments, change of address, payroll deduction, and authorization forms.9. Performs file maintenance as needed.10. Solves account problems for members by listening, collecting data, securing answers and reporting results to the inquiring party.11. Keeps supervisor informed of any significant problems or concerns.12. Ensures that work area is clean, secure, and well maintained.13. Maintains and projects the Credit Unions professional reputation and the privacy of its members.14. Required to follow policies and procedures related to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC and the USA Patriot Act, Customer Identification Program (CIP) and Customer Due Diligence (CDD). Understands that failure to comply with these requirements may be subject to strong disciplinary action, up to and including termination by the Credit Union, as we l as civil and criminal penalties.15. Performs other duties as assigned.
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PHYSICAL DEMANDS
- Possible vigorous work; likely to be standing, walking and sitting throughout daily activities of greeting members and assisting them with basic cash services and/or other duties.
Exerts up to approximately 30 lbs. of force occasionally. No hazardous or significantly unpleasant conditions. Normal office environment where temperature is maintained throughout the year. May require travel to different branches on short notice.
- HOURS
- The hours of this job are standard and related to the needs of the membership and business flow.
Monday through Friday 8:00 AM – 5:00 PM and Saturday Rotation 8:30 AM – 12:30 PMThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhausted list of all duties, responsibilities, and skills required of personnel so classified.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law.~^
- ^~•Employer is an affirmative action/equal opportunity employer.
All Qualified applicants will receive consideration for employment without regard for race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.