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Financial Services Representative

1 month ago

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

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at KALSEE Credit Union. As a Member Experience Specialist, you will play a critical role in building relationships and cultivating financial wellness for our members.

Key Responsibilities
  • Provide exceptional member service by being knowledgeable, engaging, and consistently applying defined service standards.
  • Listen actively to fully understand and answer members' questions/concerns, and offer guidance to appropriate products and services.
  • Accurately process transactions in accordance with established policies and procedures.
  • Review all activities for compliance with established policies, procedures, and regulations.
  • Balance assigned cash drawer during and at the end of each work day.
  • Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc.
Requirements
  • High School Diploma or equivalent.
  • Previous financial industry experience preferred.
  • Ability to learn and apply a variety of software applications.
  • High degree of accuracy and attention to detail.
  • Prior experience in a retail service environment to include cash handling and member service preferred.
Salary and Benefits

$16.00 per hour.