Job Description

Financial Services Rep II, III, or IV DOE - Glendale, AZ

Summary Opens accounts, explains and processes investments and other financial services, and corrects records by performing the following duties. Any individual who meets the definition of a mortgage loan originator and is employed by a federal agency-regulated institution will need to be registered on NMLS.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Interviews members to obtain information and explains available financial services such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit, mortgages, and business banking products

  • Types account information obtained from member on record card or form, and enters into computer.

  • Answers member questions and investigates and corrects errors, following member and establishment records.

  • Presents funds received from member to Teller for deposit, and obtain receipt for member.

  • Helps member complete loan application when applicable.

  • Obtains credit records from credit reporting agency when applicable.

  • Executes wire transfers of funds.

  • Maintains a thorough knowledge of all types of accounts, rates, and services offered by the Credit Union.

  • Enhances membership’s knowledge, appreciation, and value of Credit Union products and services through cross informing and sales.

  • Maintains a comprehensive knowledge of products and services.

  • Maintains knowledge and understanding of all third party products provided.

  • Maintains common knowledge of membership eligibilities.

  • Maintains working knowledge of credit union operational processes and error correction procedures.

  • Maintains understanding of Check Systems, credit reports, & on-line check ordering.

  • Maintains complete understanding of loan application, and loan paper work including what paperwork goes with different loan types & signatures required (Including thorough set-up in Lender Advantage).

  • Demonstrates the ability to book a loan and perform file maintenance for accuracy.

  • Maintains common knowledge of compliance & regulatory issues, credit union policies and procedures through continued education.

  • Assists Marketing with membership/product drives.

  • Develop an understanding of Credit Union philosophy, organization, bylaws, and operational procedures and comply with the requirements of the Bank Secrecy Act, AML, OFAC and all other applicable State and Federal Financial Institution Regulations.

Education and/or Experience

High school diploma or general education degree (GED); two to five years FSR related experience within a financial institution.

8285 W. Union Hills Dr., Suite, Glendale, AZ 85308 USA

Application Instructions

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