Financial Services Associate
7 days ago
As a Call Center Representative at Cornestone Financial Credit Union, you will enjoy a comprehensive benefits package, including medical, dental, and vision coverage. You will also have access to life insurance, disability insurance, and retirement savings plans. Additionally, you will receive paid time off, holidays, and flexible scheduling. Other perks include training opportunities, employee recognition programs, and community involvement initiatives.
Job Description:
This role involves handling incoming calls from members, addressing their concerns, and promoting credit union products and services. Key responsibilities include processing transactions, conducting loan interviews, and accurately identifying members prior to providing account information or performing requested transactions. You will also be responsible for maintaining detailed knowledge of all credit union fees, rates, products, current promotions, and procedures for conducting loan interviews and completing loan applications.
Requirements:
A minimum of a high school diploma or GED is required, along with at least three years of experience in a financial institution, preferably in a Teller/Universal Associate or customer service-related role. Loan processing experience is also desired. The successful candidate will possess excellent verbal and audio communication skills, as well as the ability to work independently with minimal supervision.
Estimated Salary:
$48,000 - $62,000 per year, based on industry standards and location.
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