East Texas Professional Credit Union

Financial Service Representative I

East Texas Professional Credit Union  •  Texas (Onsite)  •  20 hours ago
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Job Description

Job DetailsJob Location: Diana - Diana, TX 75640Acts as a liaison between the member and the credit union. Performs a broad variety of member service including opening and closing accounts. Responds to member inquiries regarding Credit Union services and performs a variety of account maintenance. Cross sells products and services.
1.Opens all types of new deposit accounts offered by the Credit Union. Includes qualifying members for membership, interviewing members to determine needs, and processing requests via online system(s).
2.Services existing members accounts. Includes interviewing members to determine needs, processing requests via online system(s), completing account maintenance requests and appropriate forms, transferring funds, balancing accounts, and closing accounts.
3.Promotes credit union products and services based on member needs. Actively cross sells products and services.
4.Responds to member requests. Resolves member issues directly or coordinates resolution with appropriate ETPCU personnel.
5.Provides prompt, professional, courteous service in-person, via telephone and through electronic media, including e-mail as directed.
6.Develops and maintains comprehensive knowledge of all credit union products and services that are processed or promoted by Financial Service Representatives.
7.Develops and maintains comprehensive knowledge of all credit union policies and procedures, rules and regulations.
8.Contributes to productive, professional work environment through positive, courteous interactions with ETPCU personnel. Includes assisting other departments as directed and maintaining communication with management regarding area activities and challenges.
9. Safeguards member information by applying the highest level of confidentiality regarding member interactions with the Credit Union and securing all member information in public work areas.
10. Performs teller duties as directed. Includes cashing checks, receiving deposits and loan payments, and balancing cash drawer in teller area.
11. Attends all required meetings and training sessions.
12. Maintains a clean, professional work environment.
13. Performs other duties as assigned.
QualificationsEDUCATION/CERTIFICATION:
High school graduate or equivalent.
REQUIRED KNOWLEDGE:
Thorough knowledge of member services and products provided.
EXPERIENCE REQUIRED:
One to three years of banking experience preferred.
SKILLS/ABILITIES:
Excellent communication and public relations skills.
Ability to operate related computer applications and business equipment including 10-key and telephone.
Solid math and bookkeeping abilities.
East Texas Professional Credit Union

About East Texas Professional Credit Union

East Texas Professional Credit Union was established in 1953 in Texas for Texans! We began as a member-owned and operated financial cooperative with a membership of 13 East Texans and an initial asset size of $65. Today, our membership base has grown to more than 78,000 and our asset size exceeds $943 million.

East Texas Professional Credit Union is a locally owned and governed financial institution. Membership is available to anyone who lives or works in Anderson, Angelina, northern Cherokee, Gregg, Harrison, Henderson, Nacogdoches, Panola, Rusk, Smith and Upshur counties. East Texas Professional Credit Union currently has office locations in Longview, Tyler, Kilgore, Marshall, Nacogdoches, Lufkin, Henderson, Gilmer, Carthage and Hallsville.

East Texas Professional Credit Union has grown to become the largest credit union in East Texas, and one of the largest in the state of Texas. Our credit union exists to provide a secure place for members to manage their finances. This was the foundation upon which our Credit Union was formed and remains the primary focus of our operation.

We are honored to have been awarded a 5-star superior rating for financial strength and stability from BauerFinancial for over twenty consecutive years. We are also proud to have received a financial strength rating of “A+” or “Excellent” from Weiss Ratings. Less than one percent of the nation’s credit unions meet Weiss Ratings’ criteria for exceptional financial strength. East Texas Professional Credit Union is federally insured by the National Credit Union Administration, and is an Equal Housing Lender.

Funds to at least $250,000 are federally insured by the National Credit Union Administration (NCUA), a U.S. Government agency.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Longview, TX
Year Founded
1953
Website
etpcu.org
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