Financial Service Representative II

Retail Sales and Service Mount Pleasant, South Carolina


Description

 

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South Carolina Federal Credit Union is currently seeking a Financial Service Representative II to join our team of outstanding professionals at our Southampton Financial Center in Mt. Pleasant, SC.

 

Duties include but are not limited to:

 

  • Navigate multiple systems to professionally perform Service I and II task in person and by telephone/email with a high degree of accuracy and speed in a high-volume, fast-paced financial center environment.
  • Service I task include, but are not limited to, processing monetary/non-monetary transactions, balancing cash drawers, servicing debit cards, and performing account maintenance, as well as conducting other Service I related task.
  • Service II task include, but are not limited to, processing disputes/fraud and wire transfers, removing joint account owners and POD beneficiaries, servicing IRA accounts and safety deposit boxes, and accepting/revoking power of attorneys, as well as conducting other Service II related task.
  • Professionally correspond with consumer and business members and provide superior member service.
  • Consistently meet or exceed established performance objectives and operational standards.
  • Engage in relationship building discussions with members to identify financial needs.
  • Maintain in-depth product and service knowledge in order to refer products and services that best fit the members’ needs.
  • Refer business, mortgage, insurance, and investment products and services.
  • Assist members with various online products and services offered.
  • Appropriately handle member complaints and resolve problems.
  • Properly verify members’ identification and ensure confidentiality of members’ information.

 

Minimum requirements include:

 

  • Possess a high school diploma or equivalent (GED).
  • Possess a minimum of one year of similar or related customer/member service experience within a financial service environment.
  • (Internal) Possess a minimum of one year of experience as a successful Financial Service Representative I at SC Federal that consistently meets or exceeds performance objectives and operational standards.
  • Possess excellent verbal and written communication skills in order to communicate effectively with members and employees in person and by telephone/email.
  • Possess demonstrated ability to successfully perform duties with a high degree of accuracy and speed in a high-volume, fast-paced environment.
  • Possess demonstrated ability to provide superior member/customer service.
  • Possess demonstrated ability to professionally handle member complaints with a successful outcome.
  • Possess demonstrated ability to engage in relationship building discussions.
  • Possess demonstrated ability to identify members’ needs and refer products and services.
  • Possess demonstrated ability to achieve individual and team objectives.
  • Possess demonstrated ability to effectively multi-task.
  • Possess time management and organizational skills.
  • Possess problem solving and decision-making skills.
  • Possess interpersonal skills and the ability to work well with others.
  • Possess basic proficiency in Windows based programs.
  • Possess intermediate mathematical skills performing calculations involving adding, subtracting, multiplying, and dividing.

 

 

NOTE: Relevant military experience is considered for veterans and transitioning service members.

 

South Carolina Federal Credit Union is an Equal Employment Opportunity Employer.

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