Financial Services Representative

3 weeks ago

Knoxville, Tennessee, United States UT Federal Credit Union Full time
Job Summary

The Financial Services Representative will be responsible for providing exceptional customer service to members of UT Federal Credit Union. This role involves processing financial transactions, resolving problems, and answering questions in a prompt, professional, and courteous manner.

Key Responsibilities:

  • Provide friendly and responsive service to all members, cultivating and maintaining appropriate relationships with members and coworkers.
  • Cross-sell appropriate products and services to benefit the member and achieve referral and/or sales goals.
  • Maintain basic knowledge on all credit union products and services and related policies, procedures, and rules and regulations.
  • Manage complaints, resolve problems, and answer questions regarding UT Federal Credit Union's products and services.
  • Maintain the highest level of confidentiality with all member information.

Requirements:

  • Maintain the highest standards of ethical behavior.
  • Promote awareness of the credit union mission and brand statement to the credit union membership.
  • Abide by the Service Standards established by the credit union.
  • Knowledge of financial products and services.
  • Demonstrated sales skills and ability to meet sales goals.
  • Has regular, predictable attendance.
  • Excellent verbal and written communication skills to communicate professionally.
  • Maintains a professional appearance in accordance with established dress code.
  • Technological skills and knowledge, including computer literacy.

Work Environment:

The Financial Services Representative will work in a dynamic and fast-paced environment, interacting with members and coworkers on a regular basis. The ideal candidate will be able to work effectively in a team environment and maintain a positive attitude in a variety of situations.

Education and Experience:

A high school diploma (or GED) and 6 months to two years' related experience in a customer/member service, financial institution, or sales/retail environment are required. An equivalent combination of education and experience may be considered.

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