Job Description

Financial Services Representative II or III DOE - Gilbert

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 obtains 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. Explains, promotes, or sells other credit union products or services.

      • Explains the Credit Union, services, rates, and insurance to members.

      • Assists Marketing with membership/product drives.
      • May assist on the teller line during peak periods or absences
      • 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); six months to two years related experience within a financial institution and/or training. Previous teller experience preferred.

Application Instructions

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