Financial Services Representative

1 month ago


Rock Hill, South Carolina, United States Family Trust Federal Credit Union Full time
Job Title: Member Service Consultant I

At Family Trust Federal Credit Union, we are seeking a highly skilled and customer-focused Member Service Consultant I to join our team. As a key member of our operations team, you will play a vital role in providing exceptional service to our members, ensuring their financial needs are met, and helping us achieve our mission of delivering exceptional financial services.

Key Responsibilities:
  • Member Service: Provide professional, friendly, and courteous service to members, processing transactions accurately and efficiently, and ensuring daily balancing.
  • Product and Service Cross-Selling: Consult with members to identify and offer products and services that meet their financial needs, maintaining a high referral rate.
  • Transaction Processing: Accurately receive and process member financial transactions, including deposits, withdrawals, and loan payments, and maintain accurate records.
  • Performance Measurements: Maintain member account confidentiality, provide exceptional service, balance cash drawers daily, strive for posting accuracy, and troubleshoot and resolve member inquiries in a timely and courteous manner.
Requirements:
  • Interpersonal Skills: Strong listening, verbal, and written communication skills, with the ability to work effectively with others.
  • Technical Skills: Good computer and keyboarding skills, with the ability to multitask, adjust to change, and make decisions consistent with credit union policy.
  • Physical Requirements: Ability to lift 25 pounds.
What We Offer:

As a Member Service Consultant I at Family Trust Federal Credit Union, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional service to our members. We offer competitive compensation and benefits, as well as opportunities for professional growth and development.



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