Financial Services Representative
3 weeks ago
Job Summary:
We are seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional service to our members, identifying their financial needs, and helping them achieve their goals.
Key Responsibilities:
- Accurately process all financial transactions, including deposits, withdrawals, loan payments, and check cashing.
- Assist with end-of-day balancing and maintain accurate records.
- Understand and explain all DCU products and services to members.
- Achieve individual referral goals by building strong business relationships and educating members on appropriate products and services.
- Adhere to all DCU policies and procedures, including security compliance and risk management.
- Provide exceptional customer service and respond to member inquiries in a timely and professional manner.
Requirements:
- High School Diploma or equivalent.
- Prior cash handling experience.
- Previous customer service experience preferred.
- Verbal communication skills.
- Technical skills (Windows, Microsoft Office).
- Bilingual skills a plus.
About Us:
DCU is a leading credit union in New England, serving over one million members across the United States. We strive to create a great work environment with an excellent work-life balance and a community that cares.
We are an equal-opportunity employer and value diversity, inclusion, and equity at our organization. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
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