Financial Services Representative

Job Title:  Financial Services Representative

Summary:  Open new accounts, perform lending transactions, monitor/maintain Member Relationship system, cross-sell and market all credit union products and services.

Duties:  Acknowledge and greet members in a friendly and professional manner at all times.  Open new accounts, cross-sell and market all credit union products and services.  Process deposits and check orders, incoming/outgoing wire transfer requests in a prompt and accurate manner.  Enter and evaluate all loan applications within a 24 hour period of receipt and respond to the member with the decision of an approval or denial while adhering to the credit union’s policies and procedures.  Prepare accurate loan and supporting documents for the disbursement of loans.  Research and solve member inquiries, problems and complaints.

Competencies:  To perform job successfully, an individual should demonstrate the following abilities:  Excellent Member/Customer service – Responds promptly to member needs; responds promptly to service requests and assistance; Oral/Written communication – Speaks clearly and positively in positive or negative situations; responds well to questions.  Writes clearly and informatively; Able to read and interpret written information.  

Prefer bachelor’s degree with a minimum of (1) one year experience in lending and/or customer service; or equivalent combination of education and experience.

Send resume to: Carolina Collegiate FCU

                        ATT:  Human Resources

                        710 Pulaski Street

                        Columbia, SC 29201