306 Financial Representative jobs in Bettendorf,IA

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Member Service Representative - Illinois Float Position

1st Gateway Credit Union

Fulton, IL 61252

~ 44 min Onsite

Requirements:
**Duties and Responsibilities:**
* **Member-Centric Approach** : Represent the credit union to members with courtesy and professionalism, ensuring the prompt, efficient, and accurate processing of financial transactions.
* I**nformation Resource** : Provide information to members in person and over the phone regarding credit union services and policies.
* **Member Centered Engagement** : Utilize established credit union sales and service techniques to engage members in conversations about their financial needs, recommending products and services that align with those needs.
* **Account Management** : Open new accounts and provide service for existing ones. Set up new member files and furnish comprehensive information related to credit union membership.
* **Transaction Processing** : Handle member requests for share transfers to loan payments, share-to-share transfers, share withdrawals, check requests, and any other member-initiated transactions.
* **Mail Transactions** : Process member mail transactions with meticulous attention to accuracy.
* **Account Reconciliation** : Perform basic research of accounts to resolve discrepancies related to deposits, withdrawals, and loan payments.
* **Office Administration** : Undertake routine office tasks, including typing, updating member records, answering phone calls, filing, and shredding.
* **Payroll Deductions and Direct Deposits** : Assist members in completing payroll deduction and direct deposit forms correctly.
* **Product Promotion** : Promote credit union products and services based on member needs and creditworthiness, as determined by Beacon scores at the time of new account opening.
* **Additional Responsibilities** : Undertake other duties, whether on a random or ongoing basis, to ensure the well-being of our members is consistently prioritized.
" * **Issue Resolution** : Address members' requests, problems, and complaints, directing them to the appropriate contact for specific information and assistance.":
I"**nformation Resource** : Provide information to members in person and over the phone regarding credit union services and policies.