Member Service Representative jobs at Hope Credit Union

Customer Service Representative - Financial Associate FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Customer Service Representative "CSR" / Financial Associate is responsible for assisting new and existing customers with the processing of transactions involving various personal and business accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions may include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Handles incoming calls and communications including greeting walk-in guests, prospects, and clients. Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Open and close all account types, while preparing the proper documentation Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes May represent the Bank in various community functions with a high level of integrity and professionalism Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management Special projects and/or other duties as assigned by Management. Minimum Qualifications: High School diploma or equivalent 1-2 years Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Maintain confidentiality of all customer records, accounts and transactions Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

GENERAL FUNCTION Provides loan specific assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned. MAJOR DUTIES AND RESPONSIBILITIES * Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of area the Loan Servicing Group of the Operations area. * Follows established procedures and management policies to provide good system control and backup files to safeguard financial information. * Maintains sufficient records for good audit trail of all transactions handled by the department. * Meets reporting deadlines as directed. * Performs job functions in a variety of functional areas, including but not limited to: * Verifies and balances bank accounts, monitors and clears exceptions, processes escrow * Loads and verifies data into the core system for loans. * Resolves posting exceptions * Credit life remittance and claims * Charge off loan maintenance ADDITIONAL RESPONSIBILITIES: * Maintains accurate department records. * Assists in research on an as needed basis. * Knowledgeable of bank trancodes, account types, and class code and their usage for all applications. * Knowledgeable of all bank products and services. * Performs any other duties needed in the maintenance of the department or any other department as directed by management. * Assists other departments as needed. * All other tasks as assigned. JOB QUALIFICATIONS * High school graduate or equivalent. * One year of operational experience, customer service experience or equivalent. * Must be able to set priorities and demonstrate excellent organizational skills. * Good communication skills, both verbal and written. * Ability to interact well with all bank personnel. * Ability to perform repetitive tasks and to operate well within time restraints. * Demonstrated ability in working with computers. * Must be able to follow specific instructions. * Must have good motor skills, continuous movement of hands. * Ability to perform repetitive tasks. * Ability to sit for extended periods of time. * Demonstrates proficiency and commitment to excellence in performance of duties. * Knowledgeable of regulations governing transactions in relation to deposit and loan accounts * Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations. STANDARDS OF PERFORMANCE * Provides courteous and professional service to all customers and co-workers. * Reports to work in a timely manner. * Completes work accurately and efficiently. * Maintains positive work-environment with co-workers and customers. * Requires ability to work well with others. * Conducts customer relations in a manner that will enhance the overall marketing effort of the bank. * Follows all company policies and procedures. * Procedures are clearly defined, and errors easily avoided by following those procedures. * Progresses toward proficiency developed through training and supervision. * Maintains efficiency standards and goals set by the supervisor.

Job Description GENERAL FUNCTION Provides loan specific assistance and quality customer service to retail employees and other bank employees. Completes daily tasks as assigned. MAJOR DUTIES AND RESPONSIBILITIES Entry level into this area is concerned with acquiring the knowledge and skills to efficiently and accurately perform the duties of area the Loan Servicing Group of the Operations area. Follows established procedures and management policies to provide good system control and backup files to safeguard financial information. Maintains sufficient records for good audit trail of all transactions handled by the department. Meets reporting deadlines as directed. Performs job functions in a variety of functional areas, including but not limited to: Verifies and balances bank accounts, monitors and clears exceptions, processes escrow Loads and verifies data into the core system for loans. Resolves posting exceptions Credit life remittance and claims Charge off loan maintenance ADDITIONAL RESPONSIBILITIES: Maintains accurate department records. Assists in research on an as needed basis. Knowledgeable of bank trancodes, account types, and class code and their usage for all applications. Knowledgeable of all bank products and services. Performs any other duties needed in the maintenance of the department or any other department as directed by management. Assists other departments as needed. All other tasks as assigned. JOB QUALIFICATIONS High school graduate or equivalent. One year of operational experience, customer service experience or equivalent. Must be able to set priorities and demonstrate excellent organizational skills. Good communication skills, both verbal and written. Ability to interact well with all bank personnel. Ability to perform repetitive tasks and to operate well within time restraints. Demonstrated ability in working with computers. Must be able to follow specific instructions. Must have good motor skills, continuous movement of hands. Ability to perform repetitive tasks. Ability to sit for extended periods of time. Demonstrates proficiency and commitment to excellence in performance of duties. Knowledgeable of regulations governing transactions in relation to deposit and loan accounts Individual has demonstrated aptitude for banking and begins developing a general knowledge of bank operations. STANDARDS OF PERFORMANCE Provides courteous and professional service to all customers and co-workers. Reports to work in a timely manner. Completes work accurately and efficiently. Maintains positive work-environment with co-workers and customers. Requires ability to work well with others. Conducts customer relations in a manner that will enhance the overall marketing effort of the bank. Follows all company policies and procedures. Procedures are clearly defined, and errors easily avoided by following those procedures. Progresses toward proficiency developed through training and supervision. Maintains efficiency standards and goals set by the supervisor. Job Posted by ApplicantPro

The Financial Service Representative (FSR) delivers FirstBank service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. FSRs regularly apply policies and best practices based on FirstBank and financial industry knowledge. Essential Duties and Responsibilties: * Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate. * Answer customers' questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities. * Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed. * Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program. * Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate. * Perform Financial Center operations activities in a support or lead role, which may include but is not limited to: * Assist customers with safe deposit box entry and accurate log maintenance. * Account maintenance, wire transfers, fraud packets, etc * Process reports as needed, including but not limited to the Nonsufficient Funds (NSF) report. * Assist in a Teller capacity when needed. * Financial Center Security Coordinator duties and/or Financial Center Disaster Recovery Notebook procedures as needed and required. * Provide consistent, distinctive service to all customers when delivering the FirstBank service experience. * Practice and foster safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, and risk management policies; adhere to security protocols. * Regular and reliable attendance. * Perform other duties as assigned. Qualification: Education: High school diploma or the equivalent required Experience: Minimum of two years. Banking or sales environment experience is required. Certifications and Licenses: National Mortgage Lending Service (NMLS) certification and Notary preferred. Must be bonded within first six months of employment.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3311 Malcolm Drive, Montgomery, Alabama 36116 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 10 Mill Creek Circle, Pooler, Georgia 31322 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3201 Macon Road Suite 137, Columbus, Georgia 31906 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************. Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

Job Details Brentwood Branch - Brentwood, TN Full Time High School $26.13 - $32.67 Hourly Negligible Day BankingDescription The Financial Services Representative supports the Credit Union's goals, values and philosophy by exhibiting the following behaviors: excellence, quality member service, commitment and accountability. As a member of the Credit Union's branch operations team, performance includes demonstration of the following accountabilities: communication, teamwork, product knowledge and quality member service. Job Responsibilities: Assists members with all transaction needs, including cash and deposit handling. Secures a cash drawer and balances daily. Counsels with potential members regarding credit union services and products, and opens and closes all types of accounts. Provides IRA and CD servicing to members for new, renewed, and maturing accounts. Performs various account maintenance duties. Identifies cross-sell opportunities and cross-sells services to members. Corresponds with or interviews loan applicants; prepares necessary documents and processes approved loan documents for disbursement/filing, ensuring they are in compliance with credit union policies and legal requirements. Calculates loan terms. Makes decision to approve, disapprove, or forward the loan request to higher levels for loan decision. Responds to member walk-in and telephone inquiries concerning account activity and balances. Resolves problems as appropriate and handles member resolution of ATM, VISA, and Debit Card problems. Performs Notary Public-at-Large services. Assists branch personnel with technical problems and questions relating to complicated products and regulations. Refers problems that are beyond their authority to the branch manager, along with their recommendations. Assists with training of branch personnel. Oversees and ensures proper vault and MSR transaction cash handling and balancing when appropriate. This includes ordering of branch cash supply and resolution of MSR transaction and cash discrepancies Performs other tasks requested by supervisor as they relate to the credit union and its functions. Qualifications Experience: Three years to five years of similar or related experience.. Education: A high school education or GED. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. Other Skills: Good knowledge of the credit union's operations, and its various products and services. Good communication skills; ability to deal effectively with members and employees in a wide variety of functions.

Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $27.50/hr! NO weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… As a Senior Financial Service Representative III, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals as well as coaching and training the staff of the branch. Your primary goal is to better understand members financial needs by using a proven methodology that allows you to engage in meaningful conversation. Additionally, you will be responsible for providing training and coaching to the branch staff to ensure a high quality of member service is provided. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests Provide supervision, coaching, and training to the branch personnel by conducting meetings to provide direction and review progress Assist in the hiring of branch personnel Handle difficult situations that may arise outside of the scope of other branch personnel To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 4 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

MISSION Grow a career in banking while creating a positive, distinctive banking experience through efficient, accurate and knowledgeable interactions with every client. ESSENTIAL FUNCTIONS Contributes to the success of the team by actively participating in shared responsibilities and goals. Completes a variety of client transactions in an accurate and efficient manner. Upholds numerous compliance and regulatory requirements while operating in a time pressured environment. Engages in client communication to determine and meet various needs and expectations. Seizes opportunities to continue education that improves skills and knowledge. QUALIFICATIONS Bachelor's degree or equivalent experience preferred Previous experience in a client service industry preferred Demonstrated knowledge of Citizens National Bank Proficient in technology based systems Proficient in professional written and verbal communication COMPETENCIES Work Ethic : Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile Honesty & Integrity : Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully Positive Attitude : Exhibits passion and excitement over work; has a can-do attitude; coachable Teamwork : Works collaboratively across the organization to uphold our company mission; breaks down silos Efficiency : Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come Flexibility : Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change Calm Under Pressure : Maintains stable performance when under heavy pressure or stress; not reactive Communication : Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email Commitment : Being dedicated to the same mission as the company; cultural fit Good Judgment : Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures Professionalism : Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability Intelligence : Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information BENEFITS Medical, Dental and Vision - 100% paid for the employee Life Insurance 401k Short Term and Long Term Disability Paid Time Off Additional Voluntary Benefits Requirements General hours are Monday through Thursday from 7:30AM to 4:00PM and Fridays from 7:30AM to 6:00PM. We are an equal opportunity employer and welcome all qualified candidates to apply.

Job DescriptionRole Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time. Major Duties and Responsibilities35% Conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards. 30% Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests. 25% Answers incoming branch calls and emails and helps maintain a high level of service. Provides backup and support to teller line upon request or as needed. Assists with answering member contact center calls and FSR loan line as needed. 5% Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations. 5% All other job responsibilities as assigned by management. Knowledge and SkillsExperience Two years of financial industry or consumer lending experience required. Experience in sales, opening accounts, and/or consumer lending preferred. Education/Certifications/Licenses High school degree or GED required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions. Other Skills Must be bondable. Good written and verbal communication skills. Ability to multitask. Logic and reasoning skills. Time management skills. Microsoft Office. ADA RequirementsPhysical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters. Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time. ASE Credit Union is an Equal Opportunity Employer Job Posted by ApplicantPro

Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $24/hr! NO Weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

Overview Working at Arkansas Federal Credit Union Who we are… Arkansas Federal Credit Union is seeking enthusiastic, innovative, and well-rounded individuals to build our team. Arkansas Federal, the largest credit union in the state, emphasizes employee engagement and outstanding service for our members. You are encouraged to challenge the status quo and bring new ideas to every aspect of the organization. With an open door policy from the top to the bottom, we are able to professionally develop our staff to cultivate talent and leaders. We strive to make a difference in the lives of our Team Members, Members, Business Partners, and our Communities. Arkansas Federal is proud to be named one of Arkansas's Best Places to work. What we offer… Earn up to $24/hr! NO Weekends! Opportunity to make a difference in the lives of our members, team & communities Learning and development opportunities Paid community involvement up to 48 hours for hourly employees and unlimited for salaried employees Medical, dental, vision & life insurance Long- & short-term disability 401(k) with employer match plus additional pension plan at $0 cost to employee Tuition reimbursement 4 weeks paid time off plus 11 paid holidays in the first year Advancement opportunities Arkansas Federal Credit Union membership The role… In this role, you are required to float to various branch locations between North Little Rock, Jacksonville, Sherwood, Cabot, and Searcy. Your home branch will be in North Little Rock. Mileage reimbursement included. As a Financial Service Representative, you serve as an advocate and financial expert dedicated to helping members achieve their financial goals. Using a proven methodology that allows you to engage in meaningful conversations with the members to better understand their financial needs is your primary role. By having conversations, you will be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order to enhance the member experience, deepen relationships and attract new members to Arkansas Federal Use a proven model to identify members needs in order to make financial recommendations Member account maintenance Guide and assist members and business partners through loan applications and other member requests To succeed, you are... Friendly, conversational and trustworthy Technologically proficient Passionate and sincerely concerned for others Knowledgeable of financial industry models and products with a minimum of 2 years' related customer service experience Educated with at least a high school diploma or equivalent EEO Statement Arkansas Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability.

External Description: FSR Community / Marketing Title: Financial Service representative

Job DescriptionRole Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time. Major Duties and Responsibilities35% Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards. 30% Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests. 25% Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service. 5% Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations. 5% All other job responsibilities as assigned by management. Knowledge and SkillsExperience Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred. Education/Certifications/Licenses High school degree or GED required. Interpersonal Skills A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions. Other Skills Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office. ADA RequirementsPhysical Requirements Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time. ASE Credit Union is an Equal Opportunity Employer Job Posted by ApplicantPro

Job Details Rogers - Rogers, AR Bentonville - Bentonville, AR Part Time None Monday - Friday; Rotating Saturday RetailDescription Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the Banks products and services. Duties: Responsible for comprehensive, prompt and efficient handling of customer transactions resulting in excellent customer service. Provide efficient and courteous customer service, cross-sell products and services to generate new business. Answer inquiries regarding checking and savings accounts and other bank related products. Ensure compliance with all internal controls and established policies and procedures. Count and balance cash drawers. Review and balance work prior to sending transactions. Run ATM, mail, and night-drop deposits and may perform the duties associated with the maintenance and balancing/processing of ATM transactions. Complete all appropriate logs. Complete CTRs and SARs when required. Set up on-line banking for personal and business accounts. Close checking and savings accounts per customer requests and file signature cards for closed accounts. Manage correspondence regarding new accounts in a timely manner. Open all types of retail deposit accounts to include checking, savings, CDs, IRAs, etc., following new account policy and procedures. Promote and refer United Bank products and services and further establish business relationships when possible. Represent United Bank in a positive and professional manner. Perform other duties as assigned. Qualifications Skills, Knowledge, Abilities: Work well in a fast paced, deadline driven environment. Ability to multi-task. Show strong initiative. Strong organizational skills. Interpersonal skills to communicate with customers, vendors, and colleagues in a courteous and professional manner at all times. Strong desire to work in a team environment and support the Bank with a positive attitude. Foster a culture consistent with our core values of Do the Right Thing, Respect, Positivity, Innovation, Teamwork and Accountability. Education: High school diploma or equivalent. Experience: One year of cash handling experience One year of customer service experience Banking experience preferred Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical demands: In the work environments described below, Position requires sitting at desk/workstation and utilizing a computer and telephone for prolonged periods of time, good eye/hand coordination, verbal and written conversation with others, walking, standing, lifting/carrying (up to 20 lbs). Vision abilities required by the job include close vision. Work Environment: Work will be performed in an office environment. The noise level in the work environment is usually low to moderate.

MISSION Grow a career in banking while creating a positive, distinctive banking experience through efficient, accurate and knowledgeable interactions with every client. ESSENTIAL FUNCTIONS Contributes to the success of the team by actively participating in shared responsibilities and goals. Completes a variety of client transactions in an accurate and efficient manner. Upholds numerous compliance and regulatory requirements while operating in a time pressured environment. Engages in client communication to determine and meet various needs and expectations. Seizes opportunities to continue education that improves skills and knowledge. QUALIFICATIONS Bachelor's degree or equivalent experience preferred Previous experience in a client service industry preferred Demonstrated knowledge of Citizens National Bank Proficient in technology based systems Proficient in professional written and verbal communication COMPETENCIES Work Ethic : Possess a strong willingness to demonstrate dependability, punctuality, proactivity, and diligence; demonstrates tenacity and readiness to go the extra mile Honesty & Integrity : Does not cut corners ethically; earns trust and maintains confidences; does what is right, not just what is politically expedient; speaks plainly and truthfully Positive Attitude : Exhibits passion and excitement over work; has a can-do attitude; coachable Teamwork : Works collaboratively across the organization to uphold our company mission; breaks down silos Efficiency : Able to produce significant output with minimal wasted effort; able to focus on the task at hand and not about what is to come Flexibility : Adjusts quickly to changing priorities and conditions; copes effectively with complexity and change Calm Under Pressure : Maintains stable performance when under heavy pressure or stress; not reactive Communication : Speaks and writes clearly and articulately without being overly verbose or talkative; maintains this standard in all forms of written communication including email Commitment : Being dedicated to the same mission as the company; cultural fit Good Judgment : Utilize available resources and knowledge to independently execute sound decisions based on common sense and established policy/procedures Professionalism : Presents a professional demeanor in dress, interpersonal interactions, and communication; employs personal accountability Intelligence : Learns quickly; demonstrates ability and eagerness to quickly and proficiently understand and absorb new information BENEFITS Medical, Dental and Vision - 100% paid for the employee Life Insurance 401k Short Term and Long Term Disability Paid Time Off Additional Voluntary Benefits Requirements Supports staffing needs by traveling to different branch locations as assigned; travel and reliable transportation are required. General hours are Monday through Friday from 9:30AM to 7:00PM and Saturdays from 8:30AM to 2:00PM. We are an equal opportunity employer and welcome all qualified candidates to apply.

Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs . Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning . Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: A bachelor's degree in Finance , Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

External Description: Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive? If you answered yes to these questions, you're the person we want on our Financial Services team! As an unlicensed Financial Services Representative, you would use your amazing customer service skills and knack for problem-solving to engage our clients via incoming calls and answer various questions related to their stock portfolios. To get you started in your career with us, Morgan Stanley will pay for your training to obtain your Series 7 & 63 Licenses. In This Role You Will: Provide excellent customer service by identifying customer needs and determining the best solution for them. Educate customers on Morgan Stanley 's competitive advantage and identify additional products they would benefit from. Show us your determination to drive sales by engaging customers and identifying new opportunities. Follow processes and manage your time efficiently throughout the day. Continually learn about investments and the financial markets to address the individual client's investment needs. Help the company identify opportunities to keep our clients and do your part to minimize risk, when necessary. Be required to maintain a high level of personal integrity and comply with Morgan Stanley 's Code of Conduct . You'll have to sign a statement agreeing to this; it's important. Connect with other groups to gather info to resolve customer issues (you will never be on your own, we're a family). Be involved in other projects and tasks (because there may be other things you can help with). A Typical Workday as a Financial Services Representative includes: Fielding inbound customer inquiries to assist customers with account related requests such as money movement, account updates, and trade requests. Following up with customers regarding outstanding account related items. Participating in continuing education and development. Benefits of being a Morgan Stanley Financial Services Representative: Develop a robust understanding of the financial services industry and gain insight into one of the world's leading financial institutions. Invest in your career with a top tier learning and career development experience combining comprehensive financial product modules and learning courses, as well as on the job learning. Obtain the Series 7 & 63 licenses that will be paid for by Morgan Stanley. Enjoy a hybrid work environment that enables employees to thrive. Competitive base salary and a wide range of additional benefits including: Paid time off Savings programs Health care (medical, dental, vision) Insurance plans Tuition and licensing reimbursement along with student loan refinancing Fitness subsidy 401(k) with competitive firm matching, as well as access to the Morgan Stanley Employee Stock Purchase Program Family building benefit to assist employees with the cost of adoption, surrogacy, and fertility treatments Generous parental leave Commitment to Diversity and Inclusion Employees are encouraged to give back to your community What You Bring to the Table: You've successfully passed the Securities Industry Essentials (SIE ) Exam A bachelor's degree in Finance, Business Management or Administration, or have an equivalent combination of education, training and experience (1 year of work experience can substitute 1 year of education) You've spent at least 2 years working in a customer-facing role MUST be flexible to work a hybrid schedule (3 days a week in office) Even better if you: Have at least 2 years' experience working in a call center environment or within a financial institution You can articulate your experience working on a team and in a highly collaborative environment You have previously been in a role where you had to meet sales goals either through full time work or college internships You're considered a people-person and have extraordinary interpersonal skills, a strong team orientation and resiliency Job Number: JR019379 Community / Marketing Title: Financial Services Representative - SIE (Alpharetta, GA) Location_formattedLocationLong: Alpharetta, Georgia US