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Financial Services Representative

2 months ago

Anaheim, California, United States partnersfcu Full time
Job Summary

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Partners Federal Credit Union. As a key representative of our organization, you will be responsible for providing exceptional service to our members, using consultative sales techniques to build loyalty and cross-sell our services.

Key Responsibilities
  • Provide professional service to members, identifying their financial needs and offering suitable solutions.
  • Perform all teller functions, including balancing daily totals, overseeing balancing, and processing transactions.
  • Resolve complex problems and maintain professional service standards.
  • Manage member accounts, ensuring accurate and up-to-date records.
  • Support the sales team in promoting credit union products and services.
  • Comply with regulatory requirements and internal policies.
  • Identify and report any suspicious activities.
  • Perform administrative tasks, such as managing paperwork, filing, and data entry.
Requirements
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Strong problem-solving and analytical skills.
  • Knowledge of credit union products and services.
  • Ability to work independently and as part of a team.
What We Offer

We offer a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.