Financial Service Representative

Lone Star Credit Union

Posted 3 months ago

Full Time

Terrell, Texas

In Person

Smart Summary

Responsibilities

Process financial transactions such as deposits, withdrawals, and loan payments in the lobby and drive-thru. Identify member needs to recommend appropriate financial products and services to improve their well-being.

Qualifications

You have a minimum of six months of customer service experience in a financial institution and are proficient with PCs, software, and Microsoft Applications. You are fluent in Spanish and possess a passion for building relationships and providing exceptional service while identifying members' financial needs.

Must Have Skills for ATS

Microsoft Applications

Spanish

Job Description

Description

Authentic, happy, trustworthy, open-minded, passionate, service oriented – if these words describe you, Lone Star Credit Union may be the match you have been looking for. We believe “if it’s good for you, it’s good for us.” Our strong core values, called our Elements of Good, drive the culture of Lone Star Credit Union.

Financial Service Representative

Lone Star Credit Union is searching for a member-focused, energetic and friendly individual for the Terrell Branch. The FSR will assist Members with their financial transactions, involving paying and receiving cash and other negotiable instrument and identify and recommend additional products and services that would improve the financial well-being of the individual. Provides prompt, professional and courteous support to Members and fellow co-workers.

Responsibilities include:

  • Receive and process financial transactions, including deposits, withdrawals, account transfers, and loan payments in the branch lobby and through the drive-thru.
  • Respond to inquiries and process Member requests.
  • Identify Member needs and recommend product and service solutions.

Requirements

  • Minimum of six months customer/member experience in a financial institution.
  • Passion for building relationships and providing exceptional service.
  • Ability to identify financial needs through effective communication (ability to listen, ask questions, and articulate response)
  • Ability to educate Members about and make referrals to LSCU products & services
  • Proficient in utilizing PC, software, Microsoft Applications, and other office equipment
  • Fluent in Spanish is required

Benefits:

  • Coaching Culture to ensure success and promote learning and growth
  • Paid Time Off, Paid Holidays, Family and Pet Bereavement Leave
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life and Disability Insurance
  • 401(K) with Employer Match
  • Paid Time Off for Community Volunteerism
  • Banking privileges for you and your family

Lone Star Credit Union

We believe if it’s good for you, it’s good for us. This good-business philosophy is lived out in how we treat each other, our Members and the communities we live in. Proud to be Texas-based since 1967, we always honor the credit union credo of “people helping people.” While we deliver a variety of financial services, we are driven by respect and fairness. As we continue to innovate and grow, we also hold fast to the timeless standards of honor, integrity and service. Whether you need a credit union to call home, a loan for your first car, or help in building financial security, our Members choose us because it’s good business to be good to our Members. Our roots started in Dallas, TX as Lone Star Gas Employees Federal Credit Union. As we've grown, our membership field has evolved and expanded along with our financial services. Today, we serve more than 11,000 members and various employee groups throughout Texas. We offer membership to those who live or work in six North Texas counties, including Delta, Hopkins, Hunt, Kaufman, Rains and Rockwall, as well as those who live or work within a 10-mile radius of our Dallas branch location.
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