Financial Services Representative

Scott Credit Union

. Create exceptional member experiences for members visiting the branch, calling by phone, or reached through outbound calling .

Posted 10/27/2026full-timeEdwardsville • Illinois • United StatesJunior💰 $22 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and sales, with a strong ability to foster member relationships and ensure satisfaction. Proficient in processing financial transactions and adhering to regulatory requirements, including BSA regulations.

Highest-signal resume keywords

Customer Service ExperienceSales SkillsBSA ComplianceMicrosoft Office ProficiencyCross-Selling Products

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Teller DutiesAccount Opening and ClosingLoan Application ProcessingCTR and SAR CompletionOFAC Screening

Soft Skills

Problem-SolvingCommunicationRelationship BuildingProfessionalismTeam Collaboration

Industry Keywords

Member ExperienceBranch OperationsFinancial ServicesCustomer SatisfactionOperational Goals

About the role

Key responsibilities & impact

Create exceptional member experiences for members visiting the branch, calling by phone, or reached through outbound calling
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
Open and close member accounts
Input, review, negotiate, and close member loan application requests
Process deposits and withdrawals
Perform teller duties, including opening and closing the teller terminal and balancing cash
Remit daily work to the appropriate supervisor
Perform OFAC screens and report positive matches to the BSA Group
Complete CTR and SAR requirements
Foster member relationships and provide prompt, professional, helpful, knowledgeable, and courteous service
Investigate member concerns, research issues, and recommend resolutions
Ensure member service satisfaction expectations are met

Requirements

What you’ll need

High school diploma or equivalent
Minimum one year of customer service experience
Personal computer experience including Microsoft Office products
Ability to work in multiple branch locations
Full-time availability, Monday–Saturday, with Saturday rotation as scheduled
Ability to perform required OFAC screens
Ability to complete CTR and SAR requirements under BSA regulations

Benefits

Comp & perks

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