Call Center Financial Services Representative

Job Description

Job Description

Financial Service Representative — Call Center Department; Home Office Branch

Banking • Full-Time • Call Center

Scott Credit Union is hiring a Financial Service Representative in Edwardsville, IL to help provide exceptional service and strengthen our connection with members. If you’re passionate about helping others, skilled at problem-solving, and thrive in a fast paced, team-oriented environment – we’d be excited to welcome you to our award-winning team.

Schedule: Full-time | Monday–Saturday

Work Location Status: Fully on-site for the first 90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, the position may be eligible for hybrid or remote work.

*Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager.

About the Role

The Financial Service Representative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner.

Why Join Scott Credit Union?

Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth.

Benefits include:

• 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

What You’ll Do

• Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks.
• Respond to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members.
• Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information.
• Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit. Make referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed.
• Perform such other member service functions that might be needed from time to time and assist others to complete tasks and work assignments.

What You Bring

• High school diploma or equivalent
• Six months of call center experience OR Six months of financial institution experience
• Personal computer experience to include Microsoft Windows applications

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

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