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Financial Services Specialist

2 months ago

Orlando, Florida, United States Insight Credit Union Full time

Company Overview: Insight Credit Union is dedicated to providing exceptional financial services and fostering a supportive environment for our members.

Position Summary: We are seeking a motivated and dedicated Universal Representative who is committed to delivering outstanding service to our members while achieving high sales performance.

Key Responsibilities:

  • Deliver a high level of service by assisting members with transactions and account inquiries.
  • Engage in consultative discussions to identify and recommend financial products that meet member needs.
  • Process financial transactions accurately, including deposits, withdrawals, and loan payments.
  • Maintain a balanced cash drawer and ensure compliance with all operational procedures.
  • Provide a welcoming atmosphere for members and facilitate a seamless experience in the branch.
  • Educate members on self-service banking options and encourage their use.
  • Assist in maintaining necessary records and preparing reports as required.

Qualifications:

  • 1-3 years of relevant experience in a financial services role.
  • High school diploma or GED required.
  • Strong interpersonal skills with the ability to build relationships and resolve conflicts.
  • Proficient in operating standard office equipment and software.

Work Environment: This position operates in a professional office setting, utilizing standard office equipment.

Compensation: The role offers a competitive hourly wage along with a comprehensive benefits package.

Note: Candidates must successfully pass a credit and background check as part of the hiring process.