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JOB DETAILS

Financial Services Representative

CompanyScott Credit Union
LocationColumbia
Work ModeOn Site
PostedSeptember 9, 2026
About The Company
Scott Credit Union is a full-service financial institution that is member owned, member operated, and not-for-profit. We offer the same high-quality products and services as conventional financial institutions, but we do so with our members' best interests in mind. Because we are a credit union, any revenue generated after expenses and reserves are met is returned directly to our members in the form of better rates, lower fees, and expanded services. We are with you for life's moments, helping our members save money and build a secure financial future. Interested in growing your career with an organization recognized as both a multi-year St. Louis Post-Dispatch Top Workplace and USA TODAY Top Workplace? At Scott Credit Union, we truly value our employees and our culture. Built on a "people helping people" philosophy, we are dedicated to making a positive impact on those we serve. Our team represents the promise that we will help each member build a better financial future in the simplest ways possible, all while getting to know them personally by name. We foster a workplace that champions diversity, accountability, professional growth, and service excellence. If you are a collaborative professional with a passion for helping others and giving back to the community, we encourage you to explore our open career opportunities. Discover a rewarding, enjoyable workplace you can be proud to call your own and apply today.
About the Role

Financial Service Representative — Branch Network Department; Columbia Branch

Banking • Full-Time • Branch Network

Scott Credit Union is hiring a Financial Service Representative in Columbia, IL to help support our members and strengthen our connection with the community. If you’re passionate about delivering exceptional service, skilled at building relationships, and thrive in a collaborative, people-focused environment – we’d be excited to welcome you to our award-winning team.  

Schedule: Full-time | Monday–Saturday, Saturday rotation as scheduled

Work Location Status: Fully on-site at the Columbia, 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.  

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

  • 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.


Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview.

universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking; 

Key Skills
Customer serviceSalesCross-sellingCash handlingAccount managementLoan processingTeller operationsRelationship buildingMicrosoft OfficeFinancial servicesBankingCommunicationProblem resolutionComplianceData entry
Categories
Finance & AccountingCustomer Service & SupportSalesRetailAdministrative
Benefits
Paid holidaysPaid time off401(k) with employer matchMedical insuranceDental insuranceVision insuranceLife insuranceShort-term disabilityMaternity leaveTuition reimbursement
Job Information
📋Core Responsibilities
The Financial Service Representative is responsible for delivering exceptional member service, educating members on products, and performing teller duties. They must also meet individual sales goals and maintain accurate records for all financial transactions.
📋Job Type
active regular full time
💰Salary Range
$18 - $23
📊Experience Level
0-2
💼Company Size
275
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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