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PrimeWay FCU
4.4
Financial Service Representative II
Houston, TX
Making outbound phone calls to existing members. Receiving and processing member financial transactions, including deposits, withdrawals, loan payments, and……
30d+
Arrow Electronics
3.6
Inside Sales Representative II
Centennial, CO
$23.58 - $28.82 Per Hour (Employer provided)
Viable candidates for this position must be eligible for an export license or be a U.S. As owner of the overall customer Quote to Order sales objectives, set……
30d+
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Citizens Business Bank
3.8
Financial Sales Representative II
Pasadena, CA
$20.00 - $23.00 Per Hour (Employer provided)
Complies with and stays abreast of all policies and procedures, federal and state laws applicable to his or her job. Ability to write simple correspondence.…
7d
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KeyPoint CU
3.1
Financial Service Rep II
Santa Clara, CA
$26.00 - $27.00 Per Hour (Employer provided)
Easy Apply
Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.…
8d
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KeyPoint CU
3.1
Financial Service Representative II - Floater
San Jose, CA
$26.00 - $27.00 Per Hour (Employer provided)
Easy Apply
Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.…
8d
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EECU
3.6
Financial Services Rep I or II (full-time)
Fresno, CA
$19.07 - $31.88 Per Hour (Employer provided)
Strong leadership and mentoring skills (or desire to develop them). Mentor and support student FSRs in their day to day transactions.…
15d
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Logix Federal Credit Union
3.3
Branch Teller II
Westlake Village, CA
$21.00 - $22.50 Per Hour (Employer provided)
Processes member transactions efficiently, accurately, and in a timely manner such as deposits, withdrawals, transfers, sale or processing of negotiable……
5d
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PrimeWay FCU

4.4

Financial Service Representative II

Houston, TX

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Title: Financial Service Representative (FSR) II
Department: Retail Operations Reports To: Retail Center Manager
Employment Status: Full-Time Classification: Non-Exempt

Position Summary:
This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team. These key elements define PrimeWay’s culture. Another key aspect of this financial service position is to identify members’ financial needs and recommend appropriate solutions. Additionally, the Financial Service Representative II will assist members with their financial transactions involving cash and other negotiable monetary instruments.

Financial Service Representative Responsibilities:

Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and living by the core values that define the CARING culture
Greeting members with a friendly, welcoming smile as they enter the building
Receiving and processing member financial transactions, including deposits, withdrawals, loan payments, and merchandise sales
Performing daily member services, such as opening and closing accounts and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statement copies, check copies, stop payment orders, and debit cards
Identifying, recording, and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures to adhere to compliance, regulations, and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution

Facilitating discussions with members to uncover needs beyond those initially presented.
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
Demonstrating accountability of personal contributions toward all personal, team, and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits, and service
Submitting business partner referrals when appropriate
Maintaining an expert level of product knowledge
Identifying and originating real estate loans and referrals
Opening and maintaining IRA accounts with accuracy
Collecting and presenting data to the team regarding progress toward goals

Knowledge and Skills

Ability to maintain significant levels of diplomacy, trust, and normal courtesy and tact.
Excellent communication skills; ability to use applicable computer software
Ability to motivate or influence others
Bilingual preferred (Spanish)

Education and Experience

High school education or GED 6 months – 2 years relevant experience
Credit Union or Banking experience: 2 years

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

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Working here doesn’t have to be a secret

4.4

Recommend to a friend
Approve of CEO
CEO: Annette Zimmerman
31 Ratings

PrimeWay FCU

4.4

Financial Service Representative II

Houston, TX

PrimeWay FCU

4.4

Financial Service Representative II

Houston, TX

Is your resume a good match?

Use AI to find out how well the skills on your resume fit this job description.

Title: Financial Service Representative (FSR) II
Department: Retail Operations Reports To: Retail Center Manager
Employment Status: Full-Time Classification: Non-Exempt

Financial Service Representative Responsibilities:

Demonstrating a commitment to the culture of PrimeWay by adhering to the G-VAL-HI promise, openly contributing to the success of others on the team, and living by the core values that define the CARING culture
Greeting members with a friendly, welcoming smile as they enter the building
Receiving and processing member financial transactions, including deposits, withdrawals, loan payments, and merchandise sales
Performing daily member services, such as opening and closing accounts and account research
Updating member information and records as requested according to standard operating procedures
Completing requests for special services, such as statement copies, check copies, stop payment orders, and debit cards
Identifying, recording, and reporting fraudulent activity to prevent potential losses
Observing PrimeWay guidelines, policies, and procedures to adhere to compliance, regulations, and security standards
Demonstrating a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Establishing positive and productive working relationships at all levels within the organization
Reviewing account profiles while performing Teller transactions in order to suggest appropriate PrimeWay products and services
Building member relationships to ensure usage of PrimeWay FCU as their primary financial institution

Facilitating discussions with members to uncover needs beyond those initially presented.
Evaluating credit reports to present members with appropriate PrimeWay products and services
Making outbound phone calls to existing members
Originating and closing consumer loans in a timely manner by guiding the member through the process and setting proper expectations from application through to funding
Demonstrating accountability of personal contributions toward all personal, team, and organizational goals in the areas of loans, GAP, extended warranties, debt protection, deposits, and service
Submitting business partner referrals when appropriate
Maintaining an expert level of product knowledge
Identifying and originating real estate loans and referrals
Opening and maintaining IRA accounts with accuracy
Collecting and presenting data to the team regarding progress toward goals

Knowledge and Skills

Ability to maintain significant levels of diplomacy, trust, and normal courtesy and tact.
Excellent communication skills; ability to use applicable computer software
Ability to motivate or influence others
Bilingual preferred (Spanish)

Education and Experience

High school education or GED 6 months – 2 years relevant experience
Credit Union or Banking experience: 2 years

ADA Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on a computer for an average of 6-8 hours per day. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.

See company reviews

Working here doesn’t have to be a secret

4.4

Recommend to a friend
Approve of CEO
CEO: Annette Zimmerman
31 Ratings

10 Financial Service Representative (FSR) II jobs in United States

Working here doesn’t have to be a secret

Working here doesn’t have to be a secret