Customer Service Representative for Councill Federal Credit Union - Alabama A&M University : Job Details

Salary: $31,600.00 AnnuallyLocation : NormalJob Type: Full-TimeJob Number: 202300486Department: Councill Federal Credit UnionOpening Date: 01/13/2025 Description Summary:This position is located in the administrative office of Councill Federal Credit Union (CFCU). The Service Representative is responsible for interacting with customers who want to withdraw or deposit money in their credit union account. The duties include following CFCU policies to ensure ethical business practices, greeting customers and helping them with their needs and speaking with customers about new products and other offerings. Examples of Duties Essential Duties and Responsibilities:

• Receives checks, money, debit, and credit payments from customers
• Solves any issue that pertain to the transactions.
• Answers all accounts and credit union related inquiries.
• Assists in generation of reports for the monthly CFCU Board Meetings and the CFCU Annual Meeting
• Follows credit union procedures to count and manage all the funds received from customers.
• Builds and maintains customer relations by providing high-quality services.
• Reconciles all transactions at the end-of-the-day.
• Keeps customer's information confidential.
• Performs other job-related duties as assigned.

Typical Qualifications Minimum Position Requirements (including certifications, licenses, etc.):

• Associate degree or higher in business or related field, which relates to the duties and responsibilities specified.
• Two (2) years of experience working at a financial institution.
• Experience with bookkeeping software.
• Knowledge of financial terms, practices, and laws.
• Proven customer support experience.
• Excellent communication and presentation skills.

Supplemental Information Knowledge, Skills and Abilities:

• Strong mathematical skills
• Strong attention to detail
• Excellent organizational skills
• Good documenting skills
• Understanding financial terms and practices.
• Knowledge of federal and state financial regulations, and credit union financial policies and procedures.
• Knowledge of cashiering and cash management principles, systems, procedures, and standards.
• Knowledge of accounting and accounts receivable principles, methodology, and practices.
• Knowledge of customer service standards and procedures.
• Outstanding interpersonal and community relations skills and the ability to communicate and work effectively within a diverse community.
• Knowledge of financial/business analysis techniques.
• Knowledge of credit union auditing policies, standards, and procedures.

We offer a complete benefits package to full-time employees including health care, dental, vision, retirement, deferred compensation plans, flexible spending accounts, life insurance, short and long-term disability, holidays, vacation, and sick leave.To learn more details, visit our benefits page at 01 Do you have an associate degree or higher in business or related field, which relates to the duties and responsibilities specified?

• Yes
• No

02 Do you have two (2) years of experience working at a financial institution?

• Yes
• No

03 Do you have experience with bookkeeping software?

• Yes
• No

04 Do you have knowledge of financial terms, practices, and laws?

• Yes
• No

05 Do you have proven customer support experience?

• Yes
• No

06 Do you have excellent communication and presentation skills?

• Yes
• No

Required Question