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Full-time Financial Service Representative

at Jobisite in Minnesota

At SharePoint Credit Union, we are dedicated to offering easy financial solutions to improve the financial wellness of the communities in which we serve. SharePoint is growing and invites individuals who are energetic, friendly, and member service driven to join our team. We reward incentives to employees that deliver top performance based on your sales referrals while following procedures and compliance requirements.

This is a full-time position, between 35-40 hours a week. Shifts will vary between the hours of 8:00am - 6:00pm Monday-Friday, and include 2-3 Saturdays a month from 9:00am-12:00pm.

As a Financial Service Rep., you will:
• Handle routine financial transactions (deposits, withdrawals, advances, loans payments, etc.)
• Set up new accounts, and assist members with minor lending needs
• Provide excellent service to members and non-members.
• Cross-sell SharePoint products/services and refer to appropriate departments.
• Follow procedural and regulatory rules.

Successful candidates will be/have:
• Service driven and enjoy interacting with people.
• Professional, displayed through attitude, attire, and written/verbal communication.
• Compliant with the Bank Secrecy Act by upholding member confidentiality.
• Knowledge of Credit Union products and services, and will have the ability to identify and cross-sell products applicable to the member.
• Willingness to proactively solicit new business as appropriate.
• Positive and have a “can do” attitude.
• Cooperative, dependable and flexible.
• Personal initiative and motivation.
• Excellent listening and communication skills.
• Problem solving skills.
• Close attention to detail.
• Ability to handle stress and work under pressure in fast-paced environments.
• Basic math skills and computer aptitude.

Experience and Education:
• Equivalent of a high school diploma.
• Previous cash handling, credit union or banking experience preferred.
• Previous customer service experience is highly preferred.
• Experience in a fast-paced environment with the ability to multi-task.
• Employee must be bondable.

SharePoint values our employees! We offer:
• Competitive wages.
• Incentives for reaching specified sales goals.
• An excellent benefits package which include insurance, generous PTO, education and retirement.
• Advancement opportunities within a growing company.


SharePoint Credit Union is an Equal Opportunity Employer.

Reference : Financial Service Representative jobs


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Published at 07-04-2021
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