Universal Representative - Leesburg

Insight Credit Union is looking for a passionate trusted financial advisor who has the desire to provide an excellent service experience to our members.

A Universal Representative must Must be engaging, energetic, and personable to complete processes quickly while building a trusted financial advisor relationship with members. Is passionate about servicing members and consistently delivers high volume of sales production. Assists with teller transactions and account services. Time spent in various aspects of this role will vary depending upon branch traffic and needs.

This position is located in our Leesburg Branch at :

300 Webster St.

Leesburg, FL 34748

Compensation & Benefits :

The position will provide a competitive hourly rate starting at $18.00 per hour . All of current open positions are Full Time which includes a comprehensive benefits package offering :

Medical, Dental, Vision

Free and Voluntary Life and Disability Insurance

401k with match up and 100% vested

Paid Time Off

Birthdays Off

• Tuition Reimbursement

Schedule & Training :

Shift includes 32- 40 hours per week between Monday - Friday (8am - 6pm), Saturday (9am - 12pm). Hours will be based on the needs of the department. The position provides a training program at one of our training locations.

Responsibilities & Qualifications :

Assess requests using consultative and needs-based discussions to determine the best servicing channel, i.e. teller line, branch lobby or video office. Guides the member seamlessly, through any process, sales, service, and any channel, phone, branch, OLB, mobile. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires. Will assist with handling vehicle title documents. May open new memberships and accounts depending upon branch traffic needs. Educate members about self-banking options including Online Banking, Mobile Banking, e- Statements, ATMs, and Remote Deposit Capture, as appropriate, and encourages member adoption. Approaches these activities with a consultative needs-based approach to identify and fulfill the best current solutions for the member. Provides timely information and quickly

resolves and fulfills the requests.

Experience : One year to three years of similar or related experience.

Education : A high school education or GED.

Interpersonal Skills : Work involves much personal contact with others inside and / or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills : Able to operate a 10-key calculator and computer keyboard.

Physical Requirements : While performing the duties of this job, the employee is regularly required to talk or hear, sit or stand and walk or maneuver around the branch.

Work Environment : This job operates in a professional office environment. This role routinely uses standard office equipment.

Insight Credit Union is an EO Employer, including Disability / Vets.

Must be able to pass a credit and background check. Any job offer is contingent on credit and background results.