Financial Service Representative II

Anoka Hennepin Credit Union is a Division of Topline Financial Credit Union.

We are looking for outgoing individuals to become a part of our team that is dedicated to building life-long relationships to help our members reach and manage their financial goals. 

Duties and Responsibilities:

• Performs member request with highest attention to detail and accuracy
• Interview members to determine lending needs and recommend appropriate products or services
• Review credit reports and utilize content to help members save money, or offer solutions to enhance their financial situation
• Complete loan applications, calculate debt-to income ratios, process and distribute loans to member
• Responds to member requests, problems, and complaints and/or direct them to the proper person for specific information or assistance
• Completes mandatory compliance forms such as SAR & OFAC
• Reports any concerns of potential account or elder abuse to Branch Manager
• Ensures that member information is secure and kept confidential
• Performs necessary member account maintenance, research and account problems.
• Provide members with current account status, including loan payoffs and current balances and assist members in balancing their accounts
• Process debit card request, file maintenance, name and address changes, replacement cards and request to close cards
• Enter member wires request for processing
• Assist with Notary services when applicable
• Assist members with teller type transactions whenever needed including name and address change, etc.
• Complies with all applicable credit union policies, procedures and government regulations including BSA
• Performs other duties as assigned

Requirements:

• 2 years’ experience as a Financial Services Representative 
• Previous lending experience
• Strong attention to details
• Outgoing personality
• Superior customer service skills
• Good verbal and written communication skills
• Problem solving abilities
• Excellent interpersonal skills
• To be a self-starter working with minimal supervision

Benefits: 

• Medical 
• Flexible Spending Accounts
• Dental
• Life Insurance
• Disability Insurance
• Vision
• Pet Insurance 
• 401(k) with employer match 
• Paid Holidays
• Paid Time Off
• Referral Program 
• Financial Services Benefits

EOE/AA