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Full-time Full-Service Representative, Spring

Full-time Full-Service Representative, Spring

5Point Credit UnionSpring, TX, US
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Overview

Job Title : Full-time Full-Service Representative, Spring

Job Category : Operations

Requisition Number : FULLT001634

Location : Spring, TX 77380, USA

Responsibilities

  • Perform loan interviews, process applications, and prepare loans for credit approval.
  • Provide a wide range of member services including opening and closing consumer and business accounts, renewing term share accounts, and assisting members with bookkeeping and checking account issues.
  • Answer member questions regarding Credit Union services and perform various account maintenance tasks.
  • Handle telephone inquiries and transactions for members; perform teller functions as needed.
  • Establish and maintain effective and professional relationships with members.

Required Qualifications

  • Education / Certification : High school graduate or equivalent.
  • Required Knowledge : General knowledge of financial products and services.
  • Experience Required : Minimum six months of new accounts or loan interviewing experience.
  • Skills / Abilities : Excellent communication and public relations skills; good organization and attention to detail; proficient typing / data entry; ability to operate related computer applications and office equipment; cooperative and able to coordinate well with others.

    • Preferred Qualifications

  • Education / Certification : None
  • Preferred Knowledge : Understanding of loan interview procedures; basic understanding of financial operations.
  • Experience Preferred : Previous experience with a full-service financial institution is helpful; one to two years of new accounts or loan interviewing experience.
  • Skills / Abilities : None

    • Physical Activities and Requirements

  • Finger Dexterity : Primarily typing, picking up small objects, or pinching with fingers.
  • Talking : Frequent detailed or important instructions conveyed clearly, loudly, or quickly.
  • Repetitive Motions : Frequent wrist, hand, or finger movements.
  • Average Hearing : Ability to hear average conversations and information.
  • Average Visual Abilities : Visual acuity to prepare or inspect documents or operate machinery.
  • Standing : Prolonged standing on busy lobby days, approx. 60% of work time.
  • Physical Strength : Sedentary work; mostly sitting. Lifts up to 10-15 lbs.

    • Working Conditions

    Working Conditions : No hazardous or significantly unpleasant conditions (typical office).

    Equal Opportunity : Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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    Representative Spring • Spring, TX, US

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