Financial Services Representative
4 weeks ago
We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Consolidated Community Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, processing transactions, and promoting our products and services.
Key Responsibilities:
- Process member transactions, including deposits, withdrawals, and transfers
- Provide excellent customer service, responding to member inquiries and resolving issues in a timely and professional manner
- Stay up-to-date on credit union products and services, making recommendations to members as needed
- Manage cash drawer, balancing and reconciling transactions daily
- Assist with operational functions, such as account processing, wire transfers, and IRA transactions
Requirements:
- Minimum 6 months of experience in a customer-facing role, preferably in a financial services setting
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups
- Strong problem-solving skills, with the ability to think critically and make sound decisions
- Ability to work in a fast-paced environment, with a high level of accuracy and attention to detail
What We Offer:
- Competitive compensation package, including a generous sales incentive program
- Excellent benefits, including medical, dental, and vision coverage, as well as a 401(k) program
- Opportunities for professional growth and development, with a focus on employee satisfaction and well-being
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