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Financial Services Representative FSR I
4 months ago
HYBRID
Description:
Responsible for the efficient, effective timely processing of member request and work relating to Contact Center responsibilities through all channels (phone, chat and secured messages). This includes assisting members with questions and troubleshooting with online, mobile banking and card services. Also responsible for providing a broad variety of financial services to members and prospective members, such as opening and closing memberships, certificates, money market, checking and IRA accounts; and assisting members with their various financial needs.
Contribute to the Credit Unions key results by displaying accountability through impacting Employees engagement, Member Engagement and Business Results.
General duties support interaction with members regarding all services offered by the Credit Union while demonstrating ability to identify opportunities and needs to effectively cross-sell products and services. Every member interaction must be provided with the highest level of service and with understanding that we must find the solution in every interaction.
ESSENTIAL RESPONSIBILITIES: Responsible for the effective and efficient performance of sales and service to the members.
20%
20%
20%
20%
10%
5%
a. Supports practices and maintains established department services standards and goals.
b. Accurately present information and performs tasks associated with processing members request for transactions, opening and closing various account types offered by the credit union. Ensures these task all performed by following policies and procedures.
c. Accurately present information by analyzing, troubleshooting and finding solutions with every member interaction (phone, live chat, and secured messaging).
d. Actively identify opportunities and needs to effectively cross-sell products and services that meet member needs.
e. Accurately perform monetary and file maintenance transactions, such transfers, withdrawals, payments, advances, and account record changes.
f. Perform clerical or administrative tasks that support the operation of the department. Promptly and accurately complete required reports and required recordings.
NON-ESSENTIAL RESPONSIBILITIES
5%
Other duties, tasks and assignments as assigned or delegated from time-to-time.
a. Within the employee's scope of authority, may provide support or assistance to co-workers.
b. Keep manager informed of area activities and significant problems.
c. Overtime hours may be required from time to time.
d. Initiates personal self-development and increases knowledge through own efforts.
Skills:
Customer Service, Call Center, Banking, Credit Union, Financial, Inbound, Financial services, auto dialer, dialer system, high volume call center, Customer support, Inbound call, Finance, Data entry, Banking customer service, Microsoft office, Mortgage
*** if you are interested please send an updated resume to ***
About Aston Carter:Please Note: Scammers are posing as Aston Carter. We'll never contact you via Gmail, Telegram, or WhatsApp and we'll never solicit money from you.
At Aston Carter, we're dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.
Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients' capabilities by seeking solvers and delivering solutions to address today's workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.
