Financial Services Representative Job at SECU – 3.7 in Durham, NC
Handle establishment of new membership, open all accounts, and
process changes in accounts.
Educate members on available services and make recommendations based
on their needs.
Key all required transactions into the Margo system and balance cash drawer
Balance the vault, ATM, TCD and coin sorter.
Operate drive-thru window as needed.
Keep daily and monthly records of the following reports: vault control,
returned checks, Visa gift cards, theme park tickets, forgeries, and coin
Prepare, order, and verify cash delivery and shipment once a week.
Assist members with account problems, checking reconciliations, or
errors in transactions.
Grant subsequent advances on existing credit cards, open lines and home
equity lines of credit – consult with an approving officer prior to advance.
Answer phone, file paperwork, scan documents into Image System, and
perform other clerical duties as needed.
May begin training in other areas of branch operations such as insurance
services, lending, tax preparation, etc as needed.
Other duties as assigned.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
About the Company
Company: SECU – 3.7
Company Location: Durham, NC