Financial Services Agent

2 weeks ago


Greer, South Carolina, United States Greenville Federal Credit Union Full time

Greenville Federal Credit Union is currently looking for a Financial Services Agent to join our team. As a Financial Services Agent, you will play a crucial role in assisting members with their financial needs, providing exceptional service, and building relationships.

About the Job

This exciting opportunity offers the chance to work in a dynamic environment, where your communication skills will shine. You will be responsible for handling customer inquiries, resolving member complaints effectively, and recording interactions accurately in our CRM system.

Key Responsibilities
  1. Handle customer inquiries and provide exceptional service
  2. Resolve member complaints effectively
  3. Record interactions accurately in our CRM system
  4. Stay updated on credit union policies and procedures
Requirements and Qualifications

To excel in this role, candidates should demonstrate proficiency in utilizing essential software tools like MS Word, Excel, and Outlook. A minimum of one year of service or sales experience in a retail or contact center setting is required, showcasing the ability to handle customer inquiries effectively.

Estimated Salary: $50,000 - $65,000 per year



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