EmergencyMD
Mobile Branch Financial Service Rep (FSR)
EmergencyMD, D and S Mobile Village, Ohio, United States
Here at SFCU individuals define our culture as one of GROWTH. Growing our member, growing our employee, and growing our organization. This position is a great opportunity to join our innovative and growing SFCU team! Providing service and support you will have the opportunity to build relationships with both members and potential members. Through engagement you will be creating a valuable experience as you analyze information to identify needs and offer our products and service solutions. In this role you are sure to feel a sense of satisfaction in assisting our members and potential members to achieve their financial wellness goals.
The Mobile Branch Financial Service Rep plays a vital role in delivering exceptional service to members, with a primary focus on supporting the mobile branch. The Mobile Branch is a community-centered initiative that brings financial services directly to underbanked and underserved areas. This role is ideal for someone passionate about outreach, financial inclusion, and making a tangible impact in the community. FSR emphasizes Sales as a Service, a commitment to financial wellness, and a strong understanding of credit union products and compliance requirements. When the mobile branch is not in operation, the FSR][] will float to various branch locations to support teller and platform operations as needed.
Salary: $22.30 - $27.87 per hour
Essential Functions & Responsibilities
Represent the credit union in the community by participating in outreach efforts, including events, schools, businesses, and nonprofit organizations.
Assist with mobile branch operations, including scheduling visits, promoting services, and providing member support on-site.
Support initiatives that increase access to credit union services in underserved or remote areas through mobile branch engagement.
When not assigned in mobile branch, travel between branches as needed to cover the tellermenu and platform.
Assist members with opening accounts and supporting members with more complex products such as IRA's & HSAs当天.
Interview members applying for all types of loans, assist members in the completion of loan applications completely and accurately. This includes submitting the application to underwriting for review, discussing the final decision and next steps with the member.
Answer questions about products and services and resolve problems that are within authority to resolve. Refer problems that are beyond authority to supervisor, along with recommended solution.
Identify cross-sell and financial education opportunities during account opening, loan interviewing and general member interactions.
Receive and process member financial transactions in a mobile branch setting, including deposits, transfers, withdrawals, loan payments, and wire transfers. Assist members on-site with check orders, money orders, and other financial services, often in nontraditional or remote locations where access to banking is limited.
Balance cash drawer and daily transactions. Assist in dual control tasks.
Ensure that appropriate records are maintained and required reports are prepared.
Act as liaison between members and departments.
Keep informed of the latest changes in consumer protection laws, current credit union policies and procedures, rate changes, and credit union issues.
Duties may include balancing ATM, Credit Card transactions, Instant Issue Debit cards, and Credit cards.
Perform other job-related duties as assigned.
Knowledge and Skills
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work at the mobile branch involves meaningful, face-to-face interactions with individuals from diverse backgrounds, often in underserved or remote communities. This role requires a warm, empathetic youths to meet members where they are with kindness, enthusiasm, and an open mind.
Other Skills: Working knowledge of regulations relating to all Credit Union deposit products (Reg E, Reg CC, Reg D, Truth-in-Savings Act).
Computer Skills: Able to operate a 10-key calculator, typewriter, and computer keyboard.
Communication: Must have good communication skills, written and verbal.
Driving: A valid driver's license is required, as this role involves regular travel to various community locations served by the mobile branch.
Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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The Mobile Branch Financial Service Rep plays a vital role in delivering exceptional service to members, with a primary focus on supporting the mobile branch. The Mobile Branch is a community-centered initiative that brings financial services directly to underbanked and underserved areas. This role is ideal for someone passionate about outreach, financial inclusion, and making a tangible impact in the community. FSR emphasizes Sales as a Service, a commitment to financial wellness, and a strong understanding of credit union products and compliance requirements. When the mobile branch is not in operation, the FSR][] will float to various branch locations to support teller and platform operations as needed.
Salary: $22.30 - $27.87 per hour
Essential Functions & Responsibilities
Represent the credit union in the community by participating in outreach efforts, including events, schools, businesses, and nonprofit organizations.
Assist with mobile branch operations, including scheduling visits, promoting services, and providing member support on-site.
Support initiatives that increase access to credit union services in underserved or remote areas through mobile branch engagement.
When not assigned in mobile branch, travel between branches as needed to cover the tellermenu and platform.
Assist members with opening accounts and supporting members with more complex products such as IRA's & HSAs当天.
Interview members applying for all types of loans, assist members in the completion of loan applications completely and accurately. This includes submitting the application to underwriting for review, discussing the final decision and next steps with the member.
Answer questions about products and services and resolve problems that are within authority to resolve. Refer problems that are beyond authority to supervisor, along with recommended solution.
Identify cross-sell and financial education opportunities during account opening, loan interviewing and general member interactions.
Receive and process member financial transactions in a mobile branch setting, including deposits, transfers, withdrawals, loan payments, and wire transfers. Assist members on-site with check orders, money orders, and other financial services, often in nontraditional or remote locations where access to banking is limited.
Balance cash drawer and daily transactions. Assist in dual control tasks.
Ensure that appropriate records are maintained and required reports are prepared.
Act as liaison between members and departments.
Keep informed of the latest changes in consumer protection laws, current credit union policies and procedures, rate changes, and credit union issues.
Duties may include balancing ATM, Credit Card transactions, Instant Issue Debit cards, and Credit cards.
Perform other job-related duties as assigned.
Knowledge and Skills
Experience: One year to three years of similar or related experience.
Education: A high school education or GED.
Interpersonal Skills: Work at the mobile branch involves meaningful, face-to-face interactions with individuals from diverse backgrounds, often in underserved or remote communities. This role requires a warm, empathetic youths to meet members where they are with kindness, enthusiasm, and an open mind.
Other Skills: Working knowledge of regulations relating to all Credit Union deposit products (Reg E, Reg CC, Reg D, Truth-in-Savings Act).
Computer Skills: Able to operate a 10-key calculator, typewriter, and computer keyboard.
Communication: Must have good communication skills, written and verbal.
Driving: A valid driver's license is required, as this role involves regular travel to various community locations served by the mobile branch.
Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
#J-18808-Ljbffr