Financial Services Representative
On-siteCharlotte, North Carolina, United States
Charlotte, North Carolina, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Counsel members on all services, cross-sell products, and process account openings for savings, checking, and money management. Explain membership eligibility requirements, maintain individual cash boxes, and manage plastic card applications including issuing, blocking, and PIN changes. Interview applicants, review credit reports, and approve loans within Matrix Lending authority guidelines while verifying liens and insurance. Establish share certificates and IRAs, assist with delinquent account collections, and refer members to investment and insurance agents. Work on-site at various offices Monday through Thursday from 8am to 5pm, with Friday hours extending to 6pm.
Required Qualifications
- Minimum two years of experience in a financial institution handling complex member issues
- Minimum two years of customer service experience
- Associate degree (2-year degree)
- Strong interpersonal and communication skills
- Ability to build positive relationships with members
- Ability to work efficiently, accurately, and independently in a fast-paced environment
- Proficiency with computer systems
- Ability to learn new software as needed
- Must be available Monday-Thursday 8am-5pm
- Must be available Friday 8am-6pm
- Must be able to work in various offices, as needed
- Must be able to work on-site at local offices
- Must have reliable transportation
- Must be able to work in a fast-paced environment
- Must be able to work independently
- Must be able to grasp new concepts quickly
- Must be able to retain information
- Must have complete knowledge of Founders' Loan Policy
- Must have complete knowledge of loan programs
- Must have complete knowledge of procedures
- Must be able to comply with Founders' policies and procedures
- Must be able to comply with applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
- Must be able to respect and protect the privacy of information and its integrity and confidentiality
- Must be able to encourage a positive member experience
- Must be able to create financial opportunities to improve the quality of life for all members
- Must be able to interview applicants
- Must be able to read and understand credit reports
- Must be able to cross sell Founders loan products
- Must be able to offer additional products such as GAP, extended warranties, payment protection
- Must be able to refer members to Founders Investment and Insurance Service agents
- Must be able to approve loans to members within Matrix Lending authority guidelines
- Must be able to seek further approval for loan requests exceeding set limits
- Must be able to maintain an individual cash box
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to maintain an overall plastic card maintenance in branch
- Must be able to process applications
- Must be able to issue cards
- Must be able to block cards
- Must be able to change PINN #'s
- Must be able to assist with problems
- Must be able to provide assistance with the collection of delinquent accounts
- Must be able to verify that all secured loans have properly recorded liens
- Must be able to verify insurance verification
- Must be able to obtain necessary values obtained prior to loan closing
- Must be able to understand and explain the new eligibility requirements for membership
- Must be able to open new accounts
- Must be able to perform account maintenance
- Must be able to order checks
- Must be able to assist members with any problems they may incur with our services
- Must be able to understand and recognize FFCU products and services
- Must be able to be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards
- Must be able to establish share certificates
- Must be able to establish IRA's
- Must be able to counsel the members on the features and benefits
- Must be able to stay abreast of all regulations relating to these accounts
- Must be able to be courteous
- Must be able to be professional
- Must be able to have a positive attitude
- Must be able to be dependable
- Must be able to fully understand the details of our products and services
- Must be able to make decisions on loans as specified in the Loan Originator section of Loan Policy
- Must be able to counsel and cross sell members on all services offered by Founders
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to comply with applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
- Must be able to respect and protect the privacy of information and its integrity and confidentiality
- Must be able to encourage a positive member experience that helps create financial opportunities to improve the quality of life for all our members
- Must be able to work in a fast-paced environment
- Must be able to work efficiently
- Must be able to work accurately
- Must be able to work independently
- Must be able to learn new software as needed
- Must be able to build positive relationships with members
- Must be able to handle complex member issues
- Must be able to provide customer service
- Must be able to work on-site at local offices
- Must be able to work in various offices, as needed
- Must be able to have reliable transportation
- Must be able to be available Monday-Thursday 8am-5pm
- Must be able to be available Friday 8am-6pm
- Must be able to interview applicants
- Must be able to read and understand credit reports
- Must be able to cross sell Founders loan products
- Must be able to offer additional products such as GAP, extended warranties, payment protection
- Must be able to refer members to Founders Investment and Insurance Service agents
- Must be able to approve loans to members within Matrix Lending authority guidelines
- Must be able to seek further approval for loan requests exceeding set limits
- Must be able to maintain an individual cash box
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to maintain an overall plastic card maintenance in branch
- Must be able to process applications
- Must be able to issue cards
- Must be able to block cards
- Must be able to change PINN #'s
- Must be able to assist with problems
- Must be able to provide assistance with the collection of delinquent accounts
- Must be able to verify that all secured loans have properly recorded liens
- Must be able to verify insurance verification
- Must be able to obtain necessary values obtained prior to loan closing
- Must be able to understand and explain the new eligibility requirements for membership
- Must be able to open new accounts
- Must be able to perform account maintenance
- Must be able to order checks
- Must be able to assist members with any problems they may incur with our services
- Must be able to understand and recognize FFCU products and services
- Must be able to be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards
- Must be able to establish share certificates
- Must be able to establish IRA's
- Must be able to counsel the members on the features and benefits
- Must be able to stay abreast of all regulations relating to these accounts
- Must be able to be courteous
- Must be able to be professional
- Must be able to have a positive attitude
- Must be able to be dependable
- Must be able to fully understand the details of our products and services
- Must be able to make decisions on loans as specified in the Loan Originator section of Loan Policy
- Must be able to counsel and cross sell members on all services offered by Founders
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to comply with applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
- Must be able to respect and protect the privacy of information and its integrity and confidentiality
- Must be able to encourage a positive member experience that helps create financial opportunities to improve the quality of life for all our members
- Must be able to work in a fast-paced environment
- Must be able to work efficiently
- Must be able to work accurately
- Must be able to work independently
- Must be able to learn new software as needed
- Must be able to build positive relationships with members
- Must be able to handle complex member issues
- Must be able to provide customer service
- Must be able to work on-site at local offices
- Must be able to work in various offices, as needed
- Must be able to have reliable transportation
- Must be able to be available Monday-Thursday 8am-5pm
- Must be able to be available Friday 8am-6pm
- Must be able to interview applicants
- Must be able to read and understand credit reports
- Must be able to cross sell Founders loan products
- Must be able to offer additional products such as GAP, extended warranties, payment protection
- Must be able to refer members to Founders Investment and Insurance Service agents
- Must be able to approve loans to members within Matrix Lending authority guidelines
- Must be able to seek further approval for loan requests exceeding set limits
- Must be able to maintain an individual cash box
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to maintain an overall plastic card maintenance in branch
- Must be able to process applications
- Must be able to issue cards
- Must be able to block cards
- Must be able to change PINN #'s
- Must be able to assist with problems
- Must be able to provide assistance with the collection of delinquent accounts
- Must be able to verify that all secured loans have properly recorded liens
- Must be able to verify insurance verification
- Must be able to obtain necessary values obtained prior to loan closing
- Must be able to understand and explain the new eligibility requirements for membership
- Must be able to open new accounts
- Must be able to perform account maintenance
- Must be able to order checks
- Must be able to assist members with any problems they may incur with our services
- Must be able to understand and recognize FFCU products and services
- Must be able to be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards
- Must be able to establish share certificates
- Must be able to establish IRA's
- Must be able to counsel the members on the features and benefits
- Must be able to stay abreast of all regulations relating to these accounts
- Must be able to be courteous
- Must be able to be professional
- Must be able to have a positive attitude
- Must be able to be dependable
- Must be able to fully understand the details of our products and services
- Must be able to make decisions on loans as specified in the Loan Originator section of Loan Policy
- Must be able to counsel and cross sell members on all services offered by Founders
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to comply with applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
- Must be able to respect and protect the privacy of information and its integrity and confidentiality
- Must be able to encourage a positive member experience that helps create financial opportunities to improve the quality of life for all our members
- Must be able to work in a fast-paced environment
- Must be able to work efficiently
- Must be able to work accurately
- Must be able to work independently
- Must be able to learn new software as needed
- Must be able to build positive relationships with members
- Must be able to handle complex member issues
- Must be able to provide customer service
- Must be able to work on-site at local offices
- Must be able to work in various offices, as needed
- Must be able to have reliable transportation
- Must be able to be available Monday-Thursday 8am-5pm
- Must be able to be available Friday 8am-6pm
- Must be able to interview applicants
- Must be able to read and understand credit reports
- Must be able to cross sell Founders loan products
- Must be able to offer additional products such as GAP, extended warranties, payment protection
- Must be able to refer members to Founders Investment and Insurance Service agents
- Must be able to approve loans to members within Matrix Lending authority guidelines
- Must be able to seek further approval for loan requests exceeding set limits
- Must be able to maintain an individual cash box
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to maintain an overall plastic card maintenance in branch
- Must be able to process applications
- Must be able to issue cards
- Must be able to block cards
- Must be able to change PINN #'s
- Must be able to assist with problems
- Must be able to provide assistance with the collection of delinquent accounts
- Must be able to verify that all secured loans have properly recorded liens
- Must be able to verify insurance verification
- Must be able to obtain necessary values obtained prior to loan closing
- Must be able to understand and explain the new eligibility requirements for membership
- Must be able to open new accounts
- Must be able to perform account maintenance
- Must be able to order checks
- Must be able to assist members with any problems they may incur with our services
- Must be able to understand and recognize FFCU products and services
- Must be able to be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards
- Must be able to establish share certificates
- Must be able to establish IRA's
- Must be able to counsel the members on the features and benefits
- Must be able to stay abreast of all regulations relating to these accounts
- Must be able to be courteous
- Must be able to be professional
- Must be able to have a positive attitude
- Must be able to be dependable
- Must be able to fully understand the details of our products and services
- Must be able to make decisions on loans as specified in the Loan Originator section of Loan Policy
- Must be able to counsel and cross sell members on all services offered by Founders
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to comply with applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC
- Must be able to respect and protect the privacy of information and its integrity and confidentiality
- Must be able to encourage a positive member experience that helps create financial opportunities to improve the quality of life for all our members
- Must be able to work in a fast-paced environment
- Must be able to work efficiently
- Must be able to work accurately
- Must be able to work independently
- Must be able to learn new software as needed
- Must be able to build positive relationships with members
- Must be able to handle complex member issues
- Must be able to provide customer service
- Must be able to work on-site at local offices
- Must be able to work in various offices, as needed
- Must be able to have reliable transportation
- Must be able to be available Monday-Thursday 8am-5pm
- Must be able to be available Friday 8am-6pm
- Must be able to interview applicants
- Must be able to read and understand credit reports
- Must be able to cross sell Founders loan products
- Must be able to offer additional products such as GAP, extended warranties, payment protection
- Must be able to refer members to Founders Investment and Insurance Service agents
- Must be able to approve loans to members within Matrix Lending authority guidelines
- Must be able to seek further approval for loan requests exceeding set limits
- Must be able to maintain an individual cash box
- Must be able to comply with all regulatory and procedural guidelines associated with performing necessary transactions
- Must be able to maintain an overall plastic card maintenance in branch
- Must be able to process applications
- Must be able to issue cards
- Must be able to block cards
- Must be able to change PINN #'s
- Must be able to assist with problems
- Must be able to provide assistance with the collection of delinquent accounts
- Must be able to verify that all secured loans have properly recorded liens
- Must be able to verify insurance verification
- Must be able to obtain necessary values obtained prior to loan closing
- Must be able to understand and explain the new eligibility requirements for membership
- Must be able to open new accounts
- Must be able to perform account maintenance
- Must be able to order checks
- Must be able to assist members with any problems they may incur with our services
- Must be able to understand and recognize FFCU products and services
- Must be able to be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards
- Must be able to establish share certificates
- Must be able to establish IRA's
- Must be able to counsel the members on the features and benefits
- Must be able to stay abreast of all regulations relating to these accounts
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