Financial Services Representative I

{Credit Union Logo} Financial Services Representative I

Dominion Credit Union is a community-based full-service financial institution with assets of $40 Million, serving approximately 2000 members from our Branch in beautiful Dominion, NS. We pride ourselves on offering professional member service and giving back to our community.

Dominion Credit Union is currently accepting applications for full-time position of Financial Services Representative I to provide high quality counter and telephone service to current and prospective members of the credit union.

Position Summary:

Reporting to the Supervisor of Counter Services, the Financial Services Representative I is responsible for providing counter and telephone service to current and prospective members; processing financial transactions including daily balancing of cash and transactions; presenting and explaining a basic number of credit union products and services; cross-selling credit union products and services and assisting them to utilize these products and services.

Key Result Areas:

• Member Relations
• Delivery of Financial Transactions Services
• Sales, Marketing and Promotion
• Department/Work Unit/Credit Union Support

Specific Accountabilities:

• Provides account services to members by receiving and processing financial transactions including opening and closing of accounts; cashing cheques; deposits and withdrawals; transfers between accounts; utility payments; stop payment orders; holds on accounts; wire transfers, calculating foreign and domestic exchange, certifying cheques, processing loan payments, processing cheque orders, issuing travelers cheques, money orders, drafts and other negotiable instruments. Balances cash drawer and daily transactions. Investigates and resolves out-of-balance conditions.
• Answers questions regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members to make the most effective usage of service offerings.
• Resolves member problems and complaints; takes action to reconcile discrepancies in records and accounts within assigned limits or referring the member to another employee as appropriate.
• Proactively cross sells the benefits of utilizing other credit union services by answering inquiries; actively informing current and potential members on basic credit union products and new services and products; ascertaining member needs and referring more complex requests for information and assistance to appropriate branch staff.
• Removes deposits from and balances cash in night depository and/or ATM.
• Opens and closes safety deposit accounts. Reviews safety deposit procedures with new members. Controls member entrance within the vault area. Prepares and maintains required files.
• Performs a variety of general office tasks including typing, filing (signature cards and other credit union documents), answering the telephone, checking reports, and other general office administration.
• Assists and backs-up other team members and completes other duties as assigned.

Minimum Hiring Qualifications and Experience:

The Financial Services Representative I will have successfully completed a high school diploma or GED plus have up to one year’s related experience and/or training; or equivalent combination of education and experience.

Competency Requirements:

To perform the job successfully at 100% competency, the incumbent must demonstrate the following competencies:

• 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