A Day in the Life:
Our Financial Services Representatives provide a complete member service experience by assisting members to review their overall financial situation and make product or service recommendations. The position uses sound judgment while assisting members with professionalism, integrity, accuracy and expediency.
This position requires working a standard 40 hour week during Branch hours of operations
Monday - Thursday 8:45am-5:45pm
Rotating Saturdays 8:45am-1:15pm
Employees work every other Saturday and receive a consistent day off during the week to offset their hours
Scheduled hours could change based on business need and future department growth.
Pay & Benefits
This position starts at $18.00/hour and includes shift premiums of an additional $2.00/hour for Saturday hours.
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a 2:1 Match
12 Weeks of Paid Parental Leave
Work Location - This position is an onsite role at the assigned branch.
How you can be successful in this role:
Assist members in a friendly, professional manner, and support the Credit Union's mission statement
Demonstrate flexibility and a positive attitude when faced with complex situations
Analyze, research and resolve problems and discrepancies
Use knowledge and judgment to protect members and the Credit Union from loss
Understand and comply with federal and other regulations relating to financial products and services as well as MSUFCU policies and procedures and regulations pertaining to the Bank Secrecy Act
Follow safety and security procedures regarding robbery and emergency situations, third party access to secure areas, and communicate suspicious activity to management.
Participate in training activities to ensure compliance with Credit Union policies, state and federal regulations
Manage time efficiently and take initiative within the branch; seek opportunities to develop or enhance knowledge
Actively participate in Credit Union initiatives and promotions and achieve assigned financial service goals
Take on risk and utilize lending and disbursal limits commensurate with level
Counsel current and prospective members about Credit Union products and services
What Knowledge, Skills and Abilities you can bring to the role:
Education/Certification: High school graduate or equivalent.
Experience Required: No Financial Industry experience necessary; Customer Service experience preferred.
Effective communication & Interpersonal skills
Analytical skills and the ability to work with a team
Typing skills with emphasis on accuracy
Math and general clerical aptitude
Ability to multitask and prioritize
Attention to detail
Knowledge of, or the ability to learn Credit Union systems, products, services, and procedures
Reliability and dependability
Conflict resolution skills
Career Path/Growth Opportunities for Financial Services Representative:
Additional responsibilities include, but are not limited to:
Financial Services Representative II
Processes consumer loans, IRAs, and specialty accounts with support from others
Responsible for processing new account applications independently
Financial Services Loan Officer I
Approves, processes, and disburses consumer loans, new accounts, IRAs, and specialty accounts independently while offering additional products and services
Takes ownership of complex transactions with confidence, knowledge, and creativity
Financial Services Loan Officer II
Assists members and coworkers with greater depth of knowledge of products, services, and procedures, becoming a resource in the branch
Assumes risk and utilize lending limits commensurate with the level while assisting others in the decision-making of Consumer Loans
Processes, reviews, and closes home equity loans with support from others
Financial Services Loan Officer III
Assists with the training of others
Leads and actively supports others through training, promotions, decision-making, and risk assessment
Identifies opportunities and make suggestions for process improvements
Senior Financial Services Loan Officer
Shares advanced knowledge of consumer loans, new accounts, home equity loans, and specialty accounts independently while actively mentoring others.
Participates in training activities within the branch and the Learning and Development department; such training helps ensure staff compliance with Credit Union policies and state and federal regulations and laws.
Takes initiative to recognize and take action on complex situations
To learn more about additional growth opportunities, visit
Physical Demands and Work Environment
May be required to remain in a stationary position for an extended period of time.
Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage.
Occasionally needs to move about inside of office area
Exposure to potentially hazardous condition, i.e. robbery. Receives detailed instructions and procedures to be followed to minimize the exposure
This position requires onsite presence at the employee's assigned location for all scheduled shifts.
High School (required)
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise... For full info follow application link.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities