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Financial Services Representative

  • ... Posted on: Apr 25, 2026
  • ... Scott Credit Union
  • ... Evergreen Park, Illinois
  • ... Salary: Not Available
  • ... Full-time

Financial Services Representative   

Job Title :

Financial Services Representative

Job Type :

Full-time

Job Location :

Evergreen Park Illinois United States

Remote :

No

Jobcon Logo Job Description :

Financial Service Representative — Branch Network Department; Evergreen Park Branch Schedule Full-time | Monday–Saturday, Saturday rotation as scheduled Work Location Status Fully on-site at the Evergreen Park, 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. Benefits include: 11paidholidaysandcompetitivePTO 401(k)withemployermatch Medical,dental,vision,andlifeinsurance Short-Term Disability, including maternity leave Tuitionreimbursementprogram “Dressforyourday”policy Careeradvancementopportunities 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 sales 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. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Apr 25, 2026

Reference Number:

14660_A98BDE7A58CB1740EDB7708DB495B9D7

Employment:

Full-time

Salary:

Not Available

City:

Evergreen Park

Job Origin:

APPCAST_CPC

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Financial Service Representative — Branch Network Department; Evergreen Park Branch Schedule Full-time | Monday–Saturday, Saturday rotation as scheduled Work Location Status Fully on-site at the Evergreen Park, 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. Benefits include: 11paidholidaysandcompetitivePTO 401(k)withemployermatch Medical,dental,vision,andlifeinsurance Short-Term Disability, including maternity leave Tuitionreimbursementprogram “Dressforyourday”policy Careeradvancementopportunities 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 sales 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. #J-18808-Ljbffr

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