Financial Services Representative

3 weeks ago


Kalamazoo, Michigan, United States Kalsee Credit Union Full time
Job Summary

Kalsee Credit Union is seeking a highly skilled Member Experience Representative to join our team. As a key member of our team, you will be responsible for delivering exceptional service to our members, building relationships, and empowering them to achieve financial wellness.

Key Responsibilities
  • Member Service: Provide outstanding service to members by being knowledgeable, engaging, and consistently applying defined service standards.
  • Product Recommendations: Listen actively to members' questions and concerns, and offer guidance on appropriate products and services to help them achieve their financial goals.
  • Transaction Processing: Accurately process transactions, including cashing checks, receiving deposits and payments, and conducting information inquiries.
  • Compliance: Review all activities for compliance with established policies, procedures, and regulations, including Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations.
  • Cash Handling: Balance assigned cash drawer during and at the end of each work day.
Requirements
  • Education: High School Diploma or equivalent required.
  • Experience: Previous financial industry experience preferred.
  • Skills: Ability to learn and apply a variety of software applications, high degree of accuracy and attention to detail, and prior experience in a retail service environment.


#ZR



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