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Financial Services Representative

Scott Credit Union
Posted 25 days ago, valid for 20 days
Location

Highland, IL 62249, US

Salary

$35,000 - $42,000 per year

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Contract type

Full Time

Paid Time Off

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Sonic Summary

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  • Scott Credit Union is seeking a Financial Service Representative for their Highland, IL branch to enhance member connections and provide exceptional service.
  • The role requires a minimum of one year of customer service experience and involves engaging with members both in-person and over the phone.
  • Responsibilities include educating members on products, processing financial transactions, and ensuring high levels of member satisfaction.
  • The position offers a competitive salary, with additional benefits such as paid holidays, a 401(k) with employer match, and opportunities for career advancement.
  • Candidates should have a high school diploma and be proficient in Microsoft Office, with a focus on building meaningful relationships and delivering strategic solutions.

Financial Service Representative — Branch Network Department; Highland Branch

Banking • Full-Time • Branch Network

Scott Credit Union is hiring a Financial Service Representative in Highland, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.  

Schedule: Full-time | Monday–Friday; Saturday rotation as scheduled

Work Location Status: Fully on-site at the Highland, IL Branch 

About the Role

Financial Service Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members who walk into the branch, over the phone and through outbound calling efforts. During their conversations, Financial Service Representatives are to educate members on the products and services SCU has to offer and resolve any questions or issues that arise.  

Why Join Scott Credit Union?

Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:

  • 11 paid holidays and competitive PTO
  • 401(k) with employer match
  • Medical, dental, vision, and life insurance
  • Short-Term Disability, including maternity leave
  • Tuition reimbursement program
  • “Dress for your day” policy
  • Career advancement opportunities
  • Supportive, team-oriented culture

What You’ll Do

  • Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU’s member engagement model.
  • Responsible for meeting individual production and operational goals as well as assisting the branch team in achieving branch goals. 
  • Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. 
  • Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. 
  • Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR.
  • Fosters and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service. Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results.

What You Bring

  • High school diploma or equivalent
  • Minimum one year of customer service experience
  • Personal computer experience to include Microsoft Office products

Is This You?

  • You’re energized by creating meaningful connections and delivering strategic solutions
  • You stay focused under pressure and prioritize precision in your work
  • You take initiative, own your projects, and consistently aim for high-quality results
  • You’re looking to build a long-term career where your skills can grow and evolve

Our Commitment

At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth—for both our members and our employees.

Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking; 




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