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Chevron Federal Credit Union Financial Data
   
   Financial Services Representative 

Financial Services Representative 
$21,675 - $28,900 

We are looking for a Financial Services Representative for our El Paso branch location in Texas. The ideal person in this position will be able to accurately perform branch functions while providing a high level of personal service as described below.  In addition, the FSR will identify member needs and provide information and assistance in meeting them.

Responsibilities:

  • Perform general and vault teller functions such as receiving and cashing checks and cash for deposit, examining checks for endorsements, accepting and processing loan payments, cashing checks and paying out money.
  • Keep records of money and negotiable instruments involved in financial transactions, entering transactions into computer.
  • Balance currency, coin and checks.
  • Process membership applications and collects initial deposits.
  • As needed, remove deposits, count and balance, and replenish cash in automated teller machines and express drop boxes.
  • Understand and explain to members CFCU products and services.
  • Effectively and accurately utilize the Credit Union’s systems. 
  • Identify member needs by reviewing account data and promote new and additional products and services to enhance members’ financial satisfaction.  Process member requests for additional products and services.
  •  Adhere to both individual and branch sales goals as assigned.
  • Perform daily branch duties and responsibilities as assigned by Manager.
  • Participate in business development events and actively solicit new memberships and promote additional products and services to existing members.
  • Provide information on all Credit Union services, counsel members and prospective members in person or by phone on membership requirements, and provide information on all savings and consumer loan products.
  • May be required to load loan information into the computerized loan application system.
  • Process non-monetary mail to completion including deposit verifications, address changes, check orders, statement questions, requests for copies, etc.
  • May be required to become a Notary Public based on the needs of the branch location.
  • Other duties as assigned.

Requirements:

  • High school diploma or G.E.D. plus one to three years customer service and/or cash handling experience.
  • Ability to read and interpret information on systems and documents such as account information, written agreements, vendor contracts, and procedure manuals.
  • Ability to analyze and interpret documents such as loan applications and rate tables.
  • Ability to effectively present information and respond to questions from groups of members or potential members.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rates, ratios, and percentages and to produce and interpret graphs.
  • Proficient in the use of basic applications in a Windows-based environment.
  • Ability to effectively use all applicable banking and loan systems.
  • Ability to effectively utilize Outlook and employee Intranet.

To Apply:

Please submit your resume and cover letter with your salary requirement to hr@chevronfcu.org.  Indicate “FSR El Paso” on the subject line. Relocation packages and applicant expense reimbursements are not available.  EEO/AA employer.

Chevron Federal Credit Union conducts thorough background checks on all employees.