Financial Services Representative

4 weeks ago


Portage, Michigan, United States KALSEE Credit Union Full time
Empower Members to Achieve Financial Wellness

KALSEE Credit Union seeks a skilled Member Experience Representative II to build strong relationships and deliver exceptional service to our members. As a key member of our team, you will cultivate financial wellness by recommending appropriate products and services that help members achieve their goals.

Key Responsibilities:
  • Provide Exceptional Service: Engage with members, make them feel valued, and consistently apply defined service standards.
  • Listen and Assist: Actively listen to members' questions and concerns, offer guidance, and make qualified referrals to help them achieve financial wellness.
  • Process Transactions: Accurately process transactions, including wires, skip-a-pay requests, ACH disputes, and other related services.
  • Ensure Compliance: Review activities for compliance with established policies, procedures, and regulations, including Bank Secrecy Act and Anti-Money Laundering regulations.
  • Balance Cash Drawer: Balance assigned cash drawer during and at the end of each workday.
  • Perform Miscellaneous Duties: Complete end-of-day activities, filing, answering phones, and maintaining supplies.
Requirements:
  • Education: High School Diploma or equivalent.
  • Experience: 6 months minimum of previous financial industry experience required.
  • Skills: Ability to learn and apply various software applications, high degree of accuracy, and attention to detail.
  • Preferred Qualifications: Prior experience in a retail service environment, including cash handling and member service.
Compensation:

$16-18 per hour



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