Financial Services Representative
4 weeks ago
We are seeking a highly skilled Financial Services Representative to join our EastRise Credit Union team. As a key member of our branch team, you will provide exceptional service to our members, helping them achieve their financial goals and needs.
Key Responsibilities- Provide personalized service to members, assisting with account openings, debit card issuance, and wire transfers.
- Check-in members as a branch concierge, providing navigational assistance for online banking and mobile app.
- Assist with seminar registration, account security updates, and business account maintenance.
- Process loan applications, including VISA, personal, auto, and home equity lending.
- Work with members to uncover their financial needs and goals through effective discovery conversations.
- 1-3 years of similar experience required.
- Previous customer service experience and cash handling experience.
- Previous experience with Microsoft Office required.
- Competitive hourly wage.
- Health, vision, and dental insurance.
- 401K employer match.
- Paid time off and sick/personal time.
- 11 paid holidays.
- Short and long-term disability coverage.
- Tuition prepayment or student debt relief.
- Continuing education opportunities.
- Wellness/fitness reimbursement.
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Financial Services Representative
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Financial Services Representative
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