Financial Service Representative
Company: East Texas Professional Credit Union
Location: Kilgore
Posted on: April 3, 2026
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Job Description:
Description Acts 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. Qualifications EDUCATION/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.
Keywords: East Texas Professional Credit Union, Longview , Financial Service Representative, Customer Service & Call Center , Kilgore, Texas
