Financial Services Representative
3 weeks ago
Job Summary
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Neighbors Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service and support, ensuring that our members receive the best possible experience.
Key Responsibilities
- Provide proactive member support and problem resolution for complex issues.
- Supervise and educate members on using electronic service delivery channels.
- Handle electronic messaging, inbound phone and video calls related to members' accounts or general questions about NCU services.
- Ensure compliance with federal and state regulations, staying current on fraud training and trends.
- Manage and maintain member records, following guidelines for proper system management.
- Work with team members to resolve complaints and provide support as needed.
- Process financial transactions, including cash handling.
- Perform operational responsibilities, such as auditing, ITM/ATM maintenance, cash management, and vault maintenance.
- Oversee team members across various markets/branches, providing peer training as needed.
Requirements
- Minimum of two years experience in service delivery, with preferred cash handling experience.
- Proven experience in technology usage, with an avid user of financial institution's online tools for personal banking.
- Education: Preferred College Degree, must have High School Diploma or equivalent.
Benefits
- Full-time position with benefits, including medical, dental, vision, life insurance, short-term and long-term disability, HRA and FSA, 401(k) with matching contributions, tuition reimbursement, birthday time off, vacation time off, and sick time off.
Work Environment
Onsite, Monday through Friday 8:15-5:15, Saturday 8:15-12 (Saturdays a month). Supplemental pay available.
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