Financial Services Assistant

2 weeks ago


West Monroe, Louisiana, United States Centric Federal Credit Union Full time
Job Overview

We are seeking an experienced Financial Services Assistant to join our team at Centric Federal Credit Union. In this role, you will be responsible for providing exceptional customer service and assisting members with their financial needs.

Duties and Responsibilities:

  1. Process member financial transactions, including deposits, withdrawals, and loan payments.
  2. Set up new accounts, initiate loan applications, and answer questions about products and services.
  3. Resolve problems that are within your authority and refer more complex issues to your supervisor.
  4. Cross-sell applicable products and services to members.
  5. Maintain accurate records and balance daily transactions.
  6. Act as liaison between members and various organizations and departments.
  7. Perform other related duties as assigned.

Requirements:

  • 6-24 months of similar or related experience.
  • A high school education or GED.
  • Excellent interpersonal communication skills.
  • Working knowledge of credit union deposit products and regulations.
  • Ability to operate a 10-key calculator, typewriter, and computer keyboard.

Estimated Salary:$50,000 per year.



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