Scott Credit Union

Financial Planning and Analysis

• Identify, educate, present, and cross-sell SCU products and services to new and existing members
• Meet individual sales and operational goals and assist the branch team in achieving branch goals
• Maintain cross-functional capabilities
• Process financial transactions, including opening and closing accounts
• Input, review, negotiate, and close member loan application requests
• Process account deposits and withdrawals
• Perform teller duties, including opening and closing the teller terminal and balancing cash
• Perform OFAC screens and report positive matches to the BSA Group
• Complete CTR and SAR requirements under BSA rules
• Foster member relationships and provide prompt, professional, knowledgeable, and courteous service
• Investigate member concerns, research issues, and recommend resolutions
• Ensure member service satisfaction expectations are met

Floating Financial Services Representative