Financial Services Representative II
Advancial Federal Credit Union

Allen, Texas

Posted in Banking


Job Info


Overview

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we always strive to provide the best service and products to our members because we love what we do. We work together to build a culture that promotes a positive employee experience. We've been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we're serious about building fulfilling careers and not just day jobs.

We invite you to learn more about this position and what Advancial has to offer by completing our online application.

Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity PostersAdvancial Federal Credit Union participates in the Electronic Employment Verification process. Please click here for more information.If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you'd like to view a copy of the company's affirmative action plan, please complete this form.
Responsibilities

This position is located in our Allen Branch and requires Saturday availability.

SUMMARY

Serves as liaison between member and the Credit Union. Provides account information, opens new accounts, handles member's daily credit union needs. Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing. Interviews loan applicants and processes applications. Gathers background information and analyzes credit history.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Include the following. Other duties may be assigned.
  • Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.
  • Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.
  • Cashes checks and pays out money after verification of signatures and member balances. Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.
  • Receives and applies payments to Advancial loans, credit card payments and cash advances.
  • Enters customers' transactions into computer to record transactions and issues computer generated receipts.
  • Maintains thorough knowledge of loan products for effective cross-selling. Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy. This includes data entry of member information into Credit Union system as required.
  • Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.
  • Processes loans and responds to loan questions.
  • Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen.
  • Opens new accounts including; checking, certificates, money markets and IRA accounts. Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts. Processes check orders for members.
  • Responsible for correcting all new account exceptions or transactional errors under Teller Number.
  • Provides account information and handle member's daily credit union needs. Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc. This includes researching and resolving member concerns.
  • Processes and balances bond redemptions when necessary.
  • Prepares daily checks received for deposit. This includes balancing, scanning checks, posting general ledgers.
  • Makes copies and files correspondence and other records on a daily basis.
  • Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures.
  • Opens and closes the branch as needed.
The minimum pay is $16/hr. and is based on experience.
Qualifications

EDUCATION and/or EXPERIENCE

High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience.



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