Financial Service Representative I

Job overview

The Financial Service Representative I role is onsite in New Hartford, NY. Compensation is $17.31–$25.96 per hour. First Source Federal Credit Union serves members through financial products, services, and counseling. The representative builds member relationships, identifies financial needs, explains and sells appropriate credit union services, and handles account and service questions. The role also receives loan information, makes underwriting recommendations, approves loans within assigned authority, and supports member financial education.

What you'll do

• Build long-term member relationships
• sell and cross-sell credit union products and services based on member needs
• answer questions and resolve service issues
• receive and verify loan information
• make underwriting recommendations and approve loans within authority
• disburse loans
• provide financial counseling
• meet sales goals
• participate in credit union and community events
• complete required compliance training.

What we're looking for

Skills & competencies

financial service representative

first source fcu

new hartford ny

credit union

member service

financial counseling

loan processing

loan underwriting

$17.31–$25.96/hour

safe act

notary

community events

saturday as needed

Work arrangement

• Weekend coverage required

Why this role

The role requires obtaining a notary commission within six months and SAFE Act registration; flexible hours, including Saturdays as needed, and travel as needed are stated.

About the employer

First Source FCU is hiring for this role. Industry: Credit Unions. Sector: 52.