Financial Services Representative

1 month ago


Grayling, Michigan, United States North Central Area Credit Union Full time

Job Type:
Full-time

Company Overview:
At North Central Area Credit Union, we are committed to delivering outstanding financial solutions while nurturing community development. Our focus is on member satisfaction, innovative offerings, and cultivating enduring relationships.

Position Summary:
We are in search of a dedicated, friendly, and detail-oriented Full-Time Member Service Representative to become part of our team. In this position, you will serve as the primary contact for our members, assisting them with their financial inquiries and actively promoting our services and products. If you are passionate about customer service and driven to meet objectives, we encourage you to consider this opportunity.

Key Responsibilities:

  • Deliver exceptional customer support by addressing inquiries and resolving issues related to accounts, loans, and various financial products.
  • Accurately and efficiently process transactions, including deposits, withdrawals, and loan payments.
  • Identify and pursue opportunities to cross-sell and up-sell credit union products and services tailored to members' needs.
  • Assist members with account management and maintenance.
  • Ensure adherence to credit union policies, procedures, and regulatory standards.
  • Address member complaints and escalate issues as necessary to guarantee member satisfaction.
  • Maintain current knowledge of credit union offerings, services, and industry developments to effectively promote our products.

Qualifications:

  • High school diploma or equivalent; an associate's degree or higher is preferred.
  • Prior customer service experience, ideally within a financial services context, with a proven sales record.
  • Excellent communication and interpersonal skills, emphasizing superior service delivery.
  • Proficiency in basic computer applications and financial software.
  • Ability to manage sensitive information with confidentiality and integrity.
  • Strong attention to detail and problem-solving capabilities.
  • Ability to work effectively both independently and collaboratively within a team.

What We Provide:

  • Competitive compensation and benefits package.
  • Comprehensive health, dental, and vision insurance.
  • Disability and life insurance options.
  • 401(k) plan with employer matching.
  • Paid time off and holidays.
  • Opportunities for professional growth and development.

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