Financial Services Advisor

1 week ago


Greensboro, United States Local Government Federal Credit Union Full time
Job Overview

Civic FCU is seeking a highly skilled Financial Services Advisor to join our team. As a key member of our operations department, you will play a critical role in providing exceptional customer service and support to our members.

About the Position

The ideal candidate will have a minimum of 1-3 years of banking or financial services experience, with a strong background in customer service and communication skills. You will be responsible for delivering personalized solutions to meet the financial needs of our members, while also embodying the values of Civic FCU.

Responsibilities

* Provide exceptional customer service by offering personalized solutions and exceeding member expectations
* Build relationships with current and potential members to increase their financial well-being
* Exhibit active listening techniques to effectively de-escalate member concerns and resolve inquiries
* Maintain accurate records and balance cash drawers daily, following operational procedures and cash limits
* Process member transactions and respond to inquiries in a timely manner
* Collaborate with internal departments to provide a seamless member experience

Requirements

* Minimum 1-3 years of banking or financial services experience
* High school diploma or equivalent
* Excellent verbal, written, telephone, and interpersonal communication skills
* Demonstrated strong customer service skills
* Notary Public in North Carolina (or ability to obtain within 6 months)
* PC proficiency, including Microsoft Office and the Internet
* Ability to function in a fast-paced consumer business office environment and utilize standard office equipment
* Ability to lift up to 25 pounds (file boxes, computer printer)

Preferred Qualifications

* Credit union member service experience
* Knowledge of financial products and services, mobile, and online banking

Estimated Salary: $45,000 - $60,000 per year, depending on experience

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