1+ months

Financial Services Representative - Credit Union

Mayo Clinic
Jacksonville, FL 32202
Mayo Employee Federal Credit Union
Position description
The Financial Service Representative (FSR) serves as a liaison to members for primarily for deposit and lending related needs. The FSR is responsible for providing account information, opening and closing of personal, trust, estate and other non-personal accounts, account ownership changes, purchase and surrender of certificates of deposit, IRAs, notary services, and other services as needed. FSRs will accesses members’ financial histories from credit reporting agencies and assists members in making prudent credit decisions. The FSR will adequately and effectively provide for the credit related needs of members within the policy, objectives and goals established by credit union management through counseling and assisting members. Recommend procedures and policies to management, as needed, to ensure member service objectives are being achieved and to ensure the credit union’s smooth and orderly operation. Provides advice and guidance to other personnel regarding credit union objectives, policies and procedures within the scope of this position. Professionally handles the member's daily credit union needs. Effectively cross-sell other credit union products.
A minimum of a bachelors degree or equivalent work experience of at least four years in a financial institution is required. Familiarity with credit union philosophy, work procedures, and financial institution operations gained from work experience. Must have high aptitude for figures and possess professional well-developed interpersonal skills necessary for servicing credit union members and projecting a positive image as a representative for the credit union. Must be an extremely organized individual, possessing excellent time management and prioritization skills with a high degree of accuracy. Strong computer skills are required. Must be a self-starter and a team player that exhibits a willingness and ability to serve the credit union members.
Exemption status
Compensation Detail
Education, experience and tenure may be considered along with internal equity when job offers are extended. The minimum pay rate is $17.35 per hour.
Benefits eligible
Full Time
Hours / Pay period
Schedule details
Monday through Friday 7:30AM to 4:00PM
Site description
Jacksonville is the largest city in area in the continental United States. A beautiful coastal Florida city that features excellent year-round climate, over 20 miles of beaches and outstanding outdoor recreational, cultural and family-oriented amenities. The “River City by the Sea” has an excellent school system, reasonable cost of living and a thriving business environment. Medical professionals and patients are drawn to Jacksonville by an extraordinary network of high-profile healthcare facilities. Jacksonville continues to grow as more people relocate from all over the U.S. and abroad, to see what the great River City has to offer!
Administration, Business, Finance
Job posting number
Shelly Weir
Equal opportunity employer
As an Affirmative Action and Equal Opportunity Employer Mayo Clinic is committed to creating an inclusive environment that values the diversity of its employees and does not discriminate against any employee or candidate. Women, minorities, veterans, people from the LGBTQ communities and people with disabilities are strongly encouraged to apply to join our teams. Reasonable accommodations to access job openings or to apply for a job are available.


Posted: 2020-06-30 Expires: 2020-09-03

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Financial Services Representative - Credit Union

Mayo Clinic
Jacksonville, FL 32202

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