Financial Services Representative
3 days ago
About the Job:
The Financial Services Representative will provide excellent member service and support by delivering personalized financial services and solutions. This role requires strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively in a team environment.
Key Responsibilities:
- Process transactions, such as deposits, withdrawals, and loan payments
- Open new accounts for members, including checking, savings, and loan products
- Provide expert advice on credit union products and services, identifying cross-sell opportunities and promoting existing offerings
- Assist with branch daily balancing and ensure accurate records
- Maintain a thorough understanding of credit union policies, procedures, and regulations
- Ensure compliance with anti-money laundering (AML) and Bank Secrecy Act (BSA) regulations
- Develop strong relationships with members, fostering trust and loyalty
Requirements:
- High school diploma or equivalent required; prior experience in customer-facing roles preferred
- Excellent communication and interpersonal skills, with ability to work effectively in a team environment
- Proficiency in Microsoft Office and other software applications used by the credit union
- Ability to multitask, prioritize tasks, and manage time efficiently
- Strong analytical and problem-solving skills, with attention to detail and accuracy
- Physical demands include sitting, standing, walking, and lifting up to 20 pounds
Benefits:
- Competitive salary and bonus structure
- Comprehensive health insurance package, including medical, dental, and vision coverage
- Retirement plan with matching contributions
- Generous paid time off and holidays
- Ongoing training and professional development opportunities
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