Financial Service Representative I

• Identifies cross sell opportunities and cross-sells all credit union products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.
• Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services.
• Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system.
• Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans.
• Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination.
• Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned.

Southland Credit Union