Financial Services Representative

Description :

The successful candidate for this position will provide member transaction and account related services and assistance by determining the members needs in person, over the phone, and through electronic communication. The individual will process requests in a friendly, professional, accurate, timely, and efficient manner.

This position will also promote, advocate, and deliver all deposit related products and services including, but not limited to savings and checking accounts, debit cards, certificates, and referrals to a lender for loans etc. Other assigned tasks may include, but are not limited to, new member follow-up support, mortgage processing support, quality control audits and reviews, credit union technology support, and other tasks which contribute to an overall high quality member experience.

Primary Functions

• Establish, develop, and maintain strong member relationships through face-to-face interactions, telephone communications, and written correspondence in addition to providing a consistent level of service which is timely, thorough, and responsive to all members.
• Represent the Credit Union in meeting a broad range of financial service needs.
• With limited supervision, responsible for servicing the needs of existing and prospective members, as well as referral of related services.
• Identify situations when it is best to refer a member to other personnel to effectively exceed the member expectations.
• Interaction with management and other Credit Union staff to achieve the highest level of Credit Union service to members.

Key Areas of Responsibility

Requirements :

Compensation details : 19-21 Hourly Wage

PIac4b085cd4f0-31181-38922031