Financial Services Representative

Teachers Plus Credit Union is currently accepting applications for the position of Financial Services Representative to provide high quality counter and telephone service to current and prospective customer-owners of the credit union.

The Position:
Reporting to the Manager, Operations, the Financial Services Representative will be responsible for:

  • Processing and balancing various financial transactions
  • Updating customer-owner computer records
  • Answering questions and assisting customer-owners in making the most effective usage of product and service offerings
  • Presenting and explaining basic credit union products and services and cross selling on the benefits of utilizing other credit union services
  • Resolving problems or discrepancies concerning customer-owner accounts within assigned limits
  • Opening and closing safety deposit box accounts
  • General office administration including filing of signature cards, payroll deduction cards and other credit union documents
  • Assisting and backing-up other team members and completing other duties as assigned

The Person:
The successful candidate will have successfully completed a High School diploma or GED plus preferably have up to one year’s related experience and/or training; or an equivalent combination of education and experience. The incumbent will also have:

  • Strong oral and written communication skills
  • Proven ability to handle and balance cash
  • Proven data entry skills
  • Demonstrated proficiency in operating adding machines/calculators, fax machines, photocopiers and related equipment generally found in a business office
  • Demonstrated proficiency in the use of Microsoft Office applications (Word, Excel, Outlook)
  • Proven ability to perform basic mathematical calculations with or without a calculator

The successful candidate will demonstrate strong competencies in:

  • Adaptability to Change
  • Customer Service Orientation
  • Listening, Understanding and Responding
  • Teamwork and Cooperation
  • Strategic Orientation
  • Results Orientation
  • Information Seeking
  • Planning, Organizing and Coordinating
  • Concern for Order, Quality and Compliance
  • Problem Solving and Judgement
  • Initiative
  • Impact and Influence

This is a full-time position and salary is commensurate with experience. Teachers Plus Credit Union offers a competitive benefits package.

Applications close on August 20, 2021.

Interested candidates should forward their résumé in confidence to:

Steve Richard

When sending résumés by e-mail, please submit in MS Word format.