Insight Credit Union: Financial Services Representative – Deltona, FL

A Financial Services Representative plays a key role in helping credit union members make confident financial decisions while delivering reliable, personalized service. At Insight Credit Union’s Deltona Branch in Deltona, Florida, this full-time opportunity combines member service, account management, product guidance, and consumer lending, making it an appealing career choice for professionals who enjoy working directly with people and solving financial needs.

The position is ideal for candidates who can balance excellent customer service with accuracy, compliance, and financial knowledge. From opening and maintaining accounts to processing loan applications, resolving member inquiries, and recommending relevant products and services, the Financial Services Representative serves as an important connection between members and the credit union’s broader financial solutions.

Financial Services Representative Job Description: To support members and potential members with their Credit Union needs; emphasize services, sets up new accounts, suggest products and services, respond to problems, and direct members to the relevant persons. Process customer loan applications and review loan documents for correctness and completeness.

• Experience, Abilities, and Skills:
• Experience: One year to three years of related or similar experience.
• Literacy: GED or A high school education.
• Interpersonal Skills: Accommodation, diplomacy, and cooperation are fundamental elements of the job. Work requires much personal contact with others inside and/or outside the organization for prospects of giving or gathering information, building relationships, or soliciting cooperation.

Review Dimensions:

• To implement and ensure that the Credit Union Service Standards are met on a consistent basis. Quality Loop score of 2.5 or better each quarter. The employee should obtain an average
• Responsible for compliance with BSA, OFAC, AML, and CIP as outlined in credit union policy.
• To take out assigned responsibilities with zero errors as it relates to member/nonmember interaction.
• To make Transamerica referrals.
• To meet assigned credit union performance expectations every quarter.
• The employee must have full knowledge of credit union products.
• To troubleshoot and resolve member and internal inquiries in a timely, friendly, and accurate manner.
• Consistently apply credit union products and services using Leadbuilder/Activity Manager software to grow the credit union and serve our members.
  
• To maintain a certain record of attendance and opportunity.

Essential Functions & Responsibilities:

• 50% – Assists members/nonmember with opening and closing accounts using Leadbuilder/Activity Manager program. Responds to questions regarding products and services, and refers to credit union products and services beyond the members’ stated needs. Solves problems that are within their authority to resolve and involve problems that are beyond their authority to their supervisor, along with their suggestions. May be responsible for IRA transactions containing processing and posting.
• 25% – Interview member/non-members for consumer loan applications. Input data into the system and ensure the integrity of data is in compliance with credit union policy and procedure and exactly funds approved loans.
• 5% – Assures that appropriate records are maintained, and required reports are prepared.
• 5% – Maintains member account information on the computer system, including but not limited to address changes, debit card maintenance, check orders, and wire transfers.
• 5% – Performs as the liaison between members/non-members with multiple departments and vendors.
• 5% – Support management with monitoring and adjusting member service activities to help ensure compliance with established policy and regulations. Makes quality control checks on member service documents and mentors employees on errors found.
• 5% – Performs other job-related duties as assigned, including Teller duties as needed.

About the Insight Credit Union

The credit union has been in business for 75 years and currently serves over 57,000 members. The Insight Credit Union is based in Orlando and has ten Central Florida locations. Anyone who lives or works in Orange, Seminole, Lake, Brevard, Volusia, Sumter or Marion County is eligible for membership in the Insight Credit Union. The Insight Credit Union is recognized as one of the Top 100 Employers for Working Families.

Job Title: Financial Services Representative
Location: Deltona Branch Deltona, FL, USA
Salary: $12.20 to $13.73 based on experience
Type Job: Full Time

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The Financial Services Representative position at Insight Credit Union offers a solid opportunity for individuals with customer service or financial services experience who want to grow in the credit union industry. With full-time employment, a salary of $12.20 to $13.73 per hour based on experience, and responsibilities spanning member service, lending, compliance, and account support, the role provides a practical foundation for building a career in financial services.