Floating Financial Services Representative

Scott Credit Union

. Identify, educate, present, and cross-sell SCU products and services to new and existing members .

Posted 9/24/2026full-timeEdwardsville • Illinois • United StatesJunior💰 $22 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service skills while effectively processing financial transactions and managing member relationships. Proficient in cross-selling products and services to meet sales goals and enhance member satisfaction.

Highest-signal resume keywords

Customer Service ExperienceFinancial Transaction ProcessingCross-Selling SCU ProductsBSA Compliance KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Transaction ProcessingAccount Opening and ClosingLoan Application ProcessingTeller DutiesOFAC ScreeningCTR and SAR Requirements

Soft Skills

Member Relationship ManagementProblem-SolvingProfessional Communication

Tools & Technologies

Microsoft Office

Industry Keywords

BSA ComplianceCross-Functional CapabilitiesSales GoalsCustomer Satisfaction

About the role

Key responsibilities & impact

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

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

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