Financial Service Representative
6 days ago
Job Title: Financial Service Representative
Job Summary: Wright-Patt Credit Union is seeking a highly skilled and customer-focused Financial Service Representative to join our team. As a key member of our operations team, you will provide exceptional service to our members while accurately and efficiently processing financial transactions.
Key Responsibilities:
- Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued, and consistently applying defined service standards (60%).
- List actively to fully understand and answer members' questions/concerns and offer guidance to appropriate products and services (15%).
- Proactively identify and make qualified referrals for members that will save members time, money, and/or provide peace of mind (15%).
- Ensure proper policies, procedures, risk mitigation activities, and operating controls are followed (15%).
- Balance assigned cash drawer during and at the end of each workday (5%).
Requirements:
- A High School Diploma or equivalent, or 10 years of equivalent work experience.
- Some post-secondary education preferred.
- Must be able to learn and apply various software applications.
- Accurate keyboarding skills required.
- Prior experience in a retail service environment, including cash handling and member service preferred.
Salary: $35,000 - $45,000 per year, depending on experience.
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