Financial Services Representative

3 weeks ago


Glendale, California, United States California Credit Union Full time

**Job Summary:**

We are seeking a highly motivated Financial Services Representative to join our team at California Credit Union. In this role, you will be responsible for delivering exceptional service to our members by addressing their account inquiries and providing expert guidance on our products and services.

The ideal candidate will have excellent communication and problem-solving skills, with the ability to work in a fast-paced environment and prioritize multiple tasks. If you are a customer-focused individual who is passionate about delivering high-quality service, we encourage you to apply for this exciting opportunity.

About the Role:

  • Provide prompt and accurate information to members regarding their accounts and Credit Union products.
  • Offer and cross-sell Credit Union products and services to meet member needs.
  • Effectively respond to member's questions and/or concerns.
  • Maintain a working knowledge and understanding of all audit and compliance regulations.

Requirements:

  • Bachelor's degree or equivalent experience.
  • 2-4 years of progressively responsible experience in a call center environment.
  • Strong technical knowledge of all call center service duties, including policies, procedures, member transactions, and system applications.

Salary:** $38,000 - $58,000 per year, depending on experience.



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