Financial Services Representative

3 days ago


Milton, Massachusetts, United States Tremont Credit Union Full time

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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