Financial Services Specialist

2 weeks ago


Orlando, Florida, United States Insight Credit Union Full time

Company Overview: Insight Credit Union is dedicated to providing exceptional financial services to our members. We are seeking a committed and knowledgeable financial services professional who is eager to enhance member experiences.

Position Summary: The role of a Universal Representative is crucial in delivering outstanding service while achieving sales targets. This position encompasses various responsibilities, including assisting with teller operations and member account services, adapting to the branch's dynamic needs.

Location: This position is based in a vibrant branch environment.



Compensation & Benefits:

We offer a competitive hourly wage starting at $18.00, along with a comprehensive benefits package that includes:

  • Medical, Dental, and Vision Insurance
  • Life and Disability Insurance at no cost
  • Pet Insurance
  • 401(k) Plan with matching contributions
  • Generous Paid Time Off
  • Paid Holidays
  • Tuition Reimbursement


Work Schedule & Training:

This position requires availability during weekdays and occasional Saturdays. A thorough training program will be provided to ensure you are well-prepared for your responsibilities.



Key Responsibilities:

  • Achieve high sales performance while delivering exceptional service on the teller line and in member consultations. Identify opportunities to enhance members' financial well-being through tailored product offerings.
  • Process various financial transactions accurately, including deposits, withdrawals, and loan payments. Maintain cash drawer integrity and prepare necessary reports.
  • Provide outstanding member service by promptly addressing inquiries and creating a welcoming atmosphere. Guide members through various services and educate them on self-service banking options.
  • Assist management in maintaining accurate records and preparing essential reports. Address issues within your authority and escalate as necessary.
  • Manage safe deposit box operations and adhere to all related procedures. Support branch opening and closing tasks as required.

Qualifications:

Experience: A minimum of one to three years in a similar role is preferred.

Education: High school diploma or GED is required.

Interpersonal Skills: This role requires strong communication skills and the ability to build relationships while maintaining confidentiality.

Technical Skills: Proficiency in operating standard office equipment and software is necessary.

Physical Requirements: The role involves regular interaction with members and requires mobility within the branch.

Work Environment: This position is situated in a professional office setting, utilizing standard office equipment.

Insight Credit Union is an equal opportunity employer.



Note: Candidates must successfully pass a credit and background check as part of the hiring process.



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