Financial Services Representative

4 hours ago


Winter Springs, Florida, United States Insight Credit Union Full time
Job Title: Member Support Representative

At Insight Credit Union, we're seeking a highly skilled and passionate Member Support Representative to join our team. As a trusted financial advisor, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals.

Responsibilities:
  • Answer inbound calls and greet members with professionalism, using strong listening skills to understand their needs.
  • Identify, research, and resolve member issues using available resources and systems, ensuring timely and effective resolutions.
  • Interview members for consumer loan applications, inputting data into the system and ensuring compliance with Credit Union policies.
  • Build member relationships by identifying opportunities and referring Credit Union products, promoting financial wellness and stability.
  • Perform banking transactions, including account transfers and loan payments, while maintaining accurate records and reports.
Requirements:
  • One to three years of similar or related experience.
  • A high school education or GED.
  • Excellent interpersonal skills, with a significant level of trust and diplomacy required.
  • Ability to operate a 10-key calculator and computer keyboard by touch.
  • Good attention to detail with numbers and names.
What We Offer:
  • A competitive hourly pay of $20.75 per hour.
  • A comprehensive benefits package, including medical, dental, vision, and 401k with match.
  • Opportunities for professional growth and development.

Insight Credit Union is an Equal Opportunity Employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional service to our members.



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