Financial Services Representative
3 weeks ago
Job Description
The Member Experience Specialist is an essential role for the credit union, focusing on delivering exceptional service and sales through our integrity-based program. This role involves conducting routine transactions, offering personalized solutions, and developing strong member relationships.
Key Responsibilities:
- Fulfill member requests and seek opportunities for products and services
- Provide outstanding service, problem resolution, and needs-based selling
- Interview loan applicants, close loans, and cross-sell products
- Prepare and disburse loans within lending limits and credit union guidelines
Requirements:
- Minimum six months customer service experience
- Great communication skills
- Previous cash handling experience
- Ability to follow all regulations and compliance
- High attention to detail
Benefits:
- Employee loan discount
- Student loan/tuition assistance program
- Comprehensive medical/dental/vision +
- PTO and paid federal holidays
- Weekly paychecks
- 401k plan with employer match/profit sharing
Additional Perks:
- Continued training and advancement opportunities
- Balanced/Predictable schedule
- Opportunity to join employee-created Engagement Groups
- Local Volunteer Opportunities with employer contributed Volunteer Day
Equal Opportunity Employer
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