Financial Services Representative

1 week ago


Colchester, Vermont, United States EastRise Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Services Representative to join our EastRise Credit Union team. This role will provide exceptional service to members, ensuring their financial needs are met with accuracy and efficiency.

Key Responsibilities
  • Provide personalized service to members, including opening and closing accounts, issuing debit cards, and performing wire transfers.
  • Assist members with online banking and mobile app navigation, as well as seminar registration and account security updates.
  • Process loan applications, including VISA, personal, auto, and home equity lending.
  • Work with members to uncover their financial goals and needs through effective discovery conversations.
  • Provide coverage for the teller area as needed.
Requirements
  • One to three years of similar or related experience, including time spent in preparatory positions.
  • Previous customer service experience required.
  • Previous cash handling experience.
  • Previous experience with Microsoft Office required.


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