Customer Service Representative with Financial Solutions Expertise
7 days ago
At Telhio Credit Union, we are committed to providing our members with extraordinary service and innovative financial solutions. As a Relationship Banker, you will play a vital role in ensuring that our members' needs are met and exceeded.
The successful candidate will possess excellent communication skills, both written and verbal, and be able to work effectively in a fast-paced environment. They will also have the ability to analyze complex financial situations and provide sound advice to our members.
A minimum of three years of member/customer service experience is required, as well as three or more years of financial services experience. The ideal candidate will have a strong understanding of financial products and services, as well as the ability to work independently and as part of a team.
In this role, you will be responsible for performing all transactions in DNA accurately and efficiently, processing credit card payments in our 3rd party portal, and performing IRA/HSA transactions in Ascensus. You will also be responsible for informing members about products, services, and current promotions, and cross-selling credit union products by answering inquiries and directing customers to lobby and partner representatives.
We offer a competitive salary, including benefits such as medical, dental, and vision insurance, as well as a 6% matching 401(K) plan. We also offer generous paid holidays, vacation time, and personal days for a healthy work-life balance.
Telhio Credit Union is an Equal Opportunity Employer and offers a dynamic and supportive work environment. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional customer service, we encourage you to apply.
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