Financial Services Representative

Scott Credit Union

Posted 3 months ago

Full Time

Belleville, Illinois

In Person

Smart Summary

Responsibilities

Act as a primary point of contact for members to provide exceptional service and educate them on financial products. Responsibilities include processing financial transactions, managing loan applications, and meeting individual and branch sales goals.

Qualifications

You have a high school diploma or equivalent and a minimum of one year of customer service experience. You also possess personal computer skills, including proficiency with Microsoft Office products.

Must Have Skills for ATS

Microsoft Office

OFAC

BSA

cash handling

Job Description

Financial Service Representative — Branch Network Department; East Belleville Branch

Banking • Full-Time • Branch Network

Scott Credit Union is hiring a Financial Service Representative in East Belleville, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.  

Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled

Work Location Status: Fully on-site at the East Belleville, IL Branch 

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.  

Why Join Scott Credit Union?

Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:

  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • “Dress for your day” policy
  • Career advancement opportunities
  • Supportive, team-oriented culture

What You’ll Do

  • Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
  • Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. 
  • Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. 
  • Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. 
  • Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
  • Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.

What You Bring

  • High school diploma or equivalent
  • Minimum one year of customer service experience
  • Personal computer experience to include Microsoft Office products

Is This You?

  • You’re energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You’re looking to build a long-term career where your skills can grow and evolve

Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.

Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking; 

Scott Credit Union

Scott Credit Union is a full-service financial institution that is member owned, member operated, and not-for-profit. We offer similar products and services to what the conventional financial institutions have, but we do so with our members’ best interest in mind. Any revenue generated after expenses and reserves are met is given back to the members in the form of better rates and more services. Therefore, having your accounts with Scott Credit Union can save you money. Get started today – become a member of Scott Credit Union! Interested in working somewhere that has been named a Top Workplace by the St. Louis Post-Dispatch eight years in a row? At Scott Credit Union, we truly value our employees. While our buildings convey the Scott Credit Union name that our members know to trust, it’s the faces inside that make it much more than a place of business. These faces represent the promise that we will help each member make the most of their money, in the simplest manner possible – all while getting to know members personally by name and not by a number. If you are an energetic, hard-working individual with a passion to help others, we encourage you to apply today!
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