Financial Services Representative
6 days ago
Job Summary:
As a Personal Banker at Central Willamette Credit Union, you will play a pivotal role in embodying our vision to serve and build better lives and communities together. Your primary responsibility will be to provide exceptional, ethical service to our members, anticipating and addressing their financial needs with our suite of products and services.
Key Responsibilities:
- Proactively uncover and meet member needs, offering tailored solutions to save or earn money.
- Offer financial education, use every interaction to build trust, and develop loyal promoters.
- Help members learn how to utilize self-service options and existing technology for their financial well-being.
- Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively.
- Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence.
Requirements:
- Familiarity with financial products and services offered by credit unions, such as loans, deposits accounts, and savings options.
- Understanding of the difference between banks and credit unions.
- Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests.
- Excellent verbal and written communication skills to clearly explain complex financial concepts and options to members of varying levels of financial literacy.
- Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.
Preferred Qualifications:
- Minimum of 3 years of work experience in customer service or sales roles.
- Prior experience in financial services or a related field.
- Proven track record of excellent customer service and goal achievement.
Work Environment:
Monday to Friday, 40 hours per week, in-person work location.
Compensation:
$20.30 - $26.00 per hour.
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