Client Services Representative (Banking), Sr. jobs in Jackson, MS

POSITION SUMMARY: The purpose of this position is to assist Statewide Credit Union in living out our Brand Essence, “One Team.” This is accomplished by exhibiting our Brand Promises in every interaction with members and team members. A key component of this effort is to recognize member needs and recommend credit union product solutions so that every encounter with a member can make a difference in their life. In addition, maintain branch surroundings that reflect the Credit Union’s Brand. Provide accurate routine member transactions in accordance with Credit Union policy.

POSITION ESSENTIAL DUTIES:

Deliver outstanding service to both members and team members that is reflective our Brand Promise.

• We understand what you’re going through.
• We’re from here, we look out for each other.
• Working together for common goals.
• Finding and Sharing Success.
• One Team. One Statewide.

Meet or exceed all service expectations.

Meet and exceed all sales and referral expectations as established for the position

Possess adequate product knowledge as measured by the annual product knowledge certification assessment

Perform routine member transactions including: deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Sell money orders, cashier’s checks, and gift cards. Accept requests for stop payments, wire transfers and various other items. Provide members statements and check copies. Provide accurate accounting of transactions by balancing and preparing daily balance sheet.

Be knowledgeable in Credit Union products and services in order to assist member in meeting their financial needs.

Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes and other important information within area of responsibility. Take an active role in the employee coaching process.

Maintain a professional and courteous attitude with all people, including fellow employees, members, management, Board Members and outside vendors. Cooperate with other branch/department personnel to ensure team effort and prompt member service are consistently practiced.

Perform other duties as needed or assigned.

EEO STATEMENT

Statewide FCU provides equal employment opportunity without regard to race, gender, age, religion, sex, gender identity, sexual orientation, genetic information, national origin, veteran status, disability or any other classification protected by law. This policy applies to all areas of employment, including recruitment, hiring, training, development, promotion, transfer, termination, layoff, compensation, benefits, social and recreational programs, and all other conditions and privileges of employment in accordance with applicable federal, state and local laws.

It is the policy of Statewide FCU to comply with all provisions of the Americans with Disabilities Act (ADA). Statewide FCU will not discriminate against any qualified employee or job applicant with respect to any terms, privileges, or conditions of employment because of a person's physical or mental disability. Statewide FCU will also make reasonable accommodations whenever necessary for all employees or applicants with disabilities, provided that the individual is otherwise qualified to safely perform the duties and assignments connected with the job and provided that any accommodations made do not create an undue hardship to the Credit Union.

Job Type: Full-time

Pay: $17.50 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• 1 year

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Financial Services: 1 year (Preferred)
• Call center: 2 years (Preferred)
• Customer service: 2 years (Preferred)

Work Location: In person