Financial Services Representative

2 days ago


Wichita Falls, Texas, United States Union Square Credit Union Full time
Job Summary

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.
Requirements

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.
What We Offer

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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