Financial Services Representative
1 week ago
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Weokie Federal Credit Union. As a Financial Services Representative, you will be responsible for delivering exceptional member service while building relationships with our members to help meet their financial needs.
Key Responsibilities- Consult with members to understand their financial goals and provide personalized recommendations for Credit Union products and services.
- Process new accounts, perform maintenance on existing accounts, and ensure accurate and timely completion of tasks.
- Identify opportunities to save members money and/or time, and proactively refer qualified leads to other departments.
- Assist members with questions and resolve complaints in a professional and courteous manner.
- Perform miscellaneous duties such as end-of-day activities, creating reports, and maintaining supplies.
- High school diploma or equivalent required; some postsecondary education preferred.
- Ability to learn and apply a variety of software applications.
- Prior experience in a financial environment with management knowledge preferred.
Weokie Federal Credit Union is an Equal Opportunity Employer and offers a competitive salary and benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
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