Financial Services Representative
2 days ago
Union Square Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our operations team, you will be responsible for providing exceptional customer service to our members, answering their inquiries, and resolving any issues they may have.
Key Responsibilities- Respond to all incoming calls and emails in a professional and courteous manner, providing prompt and efficient service to our members.
- Provide information and assistance to members regarding credit union products and services, including new accounts, loans, and investments.
- Open and service existing accounts, ensuring that all necessary information is provided to members.
- Handle requests from members for transfers, withdrawals, and other transactions, ensuring that all necessary procedures are followed.
- Conduct orientation interviews with new members, providing them with information about our credit union services and programs.
- Promote credit union products and services to members, identifying opportunities to cross-sell and upsell.
- Assist members in balancing their accounts and provide information on investment alternatives.
- Secure and safeguard confidential member information at all times.
To be successful in this role, you will need:
- Prior experience in customer service, teller services, or a related field.
- Strong communication and interpersonal skills, with the ability to work effectively with members and colleagues.
- Knowledge of credit union products and services, including new accounts, loans, and investments.
- Ability to operate a computer terminal and window-based computer programs.
- High school diploma or equivalent.
Union Square Credit Union offers a competitive salary and benefits package, including medical and dental insurance, life and disability insurance, and a 401(k) retirement plan. We also provide opportunities for professional growth and development, as well as a fun and team-oriented work environment.
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