Customer Service Representative

3 days ago


Montpelier, Vermont, United States EastRise Federal Credit Union Full time
Job Overview

EastRise Federal Credit Union is seeking an experienced Customer Service Representative to join our Berlin Branch team. This role involves providing exceptional service to members, uncovering their financial needs and goals, and building lasting relationships.

Key Responsibilities
  • Assist members with opening and closing accounts, issue debit cards, perform wire transfers, provide rate quotes, and account maintenance.
  • Check-in members as branch concierge and provide navigational assistance for online banking and mobile app.
  • Open, maintain, and close business accounts, IRAs, and fiduciary accounts.
  • Process VISA, personal, auto, and home equity lending applications.
  • Conduct discovery conversations to understand member financial needs and goals.
Qualifications
  • One to three years of similar experience required.
  • Previous customer service experience required.
  • Previous cash handling experience.
  • Previous experience with Microsoft Office required.
Estimated Salary

$45,000 - $60,000 per year, depending on experience.

Benefits
  • Health, vision, and dental insurance.
  • 401K employer match.
  • Paid time off starting at 3 weeks per year, increasing with tenure.
  • 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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