Financial Service Representative l - Jefferson Financial FCU Lapalco

Job Details

Job Category
:
Branch Ops

Requisition Number
: FINAN
003884

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• Posted:
  September 11, 2025
• Full-Time
• On-site

Showing 1 location

Marrero, LA 70072, USA

JOIN THE EXTRAORDINARY TEAM AT JEFFERSON FINANCIAL FCU A DIVISION OF KEESLER FEDERAL CREDIT UNION

Travel may be required during training. Additional details will be discussed during the interview.

EXTRAORDINARY BENEFITS:

• Medical, dental, and vision insurance
• Short Term & Long Term Disability Benefits
• Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses
• Employee and Dependent Life Insurance
• 401(k) Retirement Plan with 100% match on the first 5% contributed by you
• 11 Paid Holidays
• Tuition Reimbursement
• EAP (Employee Assistance Program)

WE CURRENTLY DO NOT SPONSOR WORK RELATED VISAS

Department: Retail Operations

Reports To: Branch Manager

FLSA
:
Non-Exempt

SUMMARY

Under general supervision, but following established policies and procedures, is responsible for creating, opening, and processing new consumer & business member accounts and cross selling services to members. Explains products’ and/or services’ value, benefits, features, rates and fees to members. Using the AIDINC process as outlined in The Member Advantage (TMA) training, is responsible for conducting a high quality interview with members and potential members to satisfy their needs.

Through the use of the Opening Act (OA) system, creates membership, new account, and deposit services in Symitar. Also uses Opening Act to build and submit loan applications to Central Lending Decision Makers for a decision. If an application is immediately approved by the system, under the guidance of the Branch Manager, Assistant Branch Manager, or Loan Officer, takes steps to disburse the loan.

Represents the credit union in a professional, friendly, courteous manner. Gives prompt, efficient, and accurate service in the processing of all transactions. Stays current with credit union membership requirements, deposit products, services, loan products, and marketing campaigns.

ESSENTIAL FUNCTIONS

• Using Opening Act and/or Symitar, opens and processes required documentation for all types of consumer & business deposit accounts including individual retirement accounts and certificates of deposit.
• Orders and statuses ATM and Debit cards through Card Creation Wizard or utilizes Card@Once to provide members with ATM and Debit cards instantly. Handles ATM and Debit card disputes and fraud disputes.
• Conducts quality interviews with members using the AIDINC system to meet member needs through credit union products and services.
• Within the scope of an FSR I authority, accepts deposits and payments and performs withdrawals or loan advances. These transactions are performed on a variety of transaction and savings products as well as a variety of loan types, including credit cards. At the conclusion of a member interaction, reads back members’ receipts in order to verify and finalize the accuracy of the transaction.
• Within the scope of an FSRI authority, maintains control of cash by double counting all cash received and disbursed, or being diligent as the 2nd party in any dual control procedure.
• In opening new accounts, verifies checks for deposit are made payable to parties presenting them for negotiation, properly endorsed, and deposited in accordance with credit union policy, for new accounts and, if applicable, Reg CC. A determination of collectability based on the actual check and the member presenting the item may require an extended hold. Utilizes True Checks within prescribed guidelines.
• Provides account information such as current balances, transaction history, dates & amounts of deposits and loan pay-offs (excluding business loans), only for the member account owner(s) for consumer & business accounts.
• Works to resolve members’ concerns, complaints, discrepancies, and problems through use of available resources, effective use of KFCU computer systems and product knowledge. Refers problems through the chain-of-command for resolution. Utilizes the Synapsys CRM to effectively track member concerns.
• Uses Opening Act system and the AIDINC process to complete quality consumer &…