Customer Service Associate

1 week ago


Reston, Virginia, United States latitude Full time
Job Summary

We are seeking a skilled Financial Solutions Advisor to provide exceptional service to our members. As a key representative of our credit union, you will be responsible for delivering high-level financial solutions that meet the needs of our members.

About the Role
  • You will serve as the primary contact for all potential, new, and existing members, providing personalized support and guidance on their financial needs.
  • You will assess member financial situations, identify relationship opportunities, and match suitable products and services to meet their goals.
  • You will resolve product or service issues by clarifying concerns, determining causes, and explaining the best solution.
Responsibilities
  1. Serve as the primary contact for all potential, new, and existing members.
  2. Assess member financial situations and identify relationship opportunities.
  3. Match suitable products and services to meet member goals.
  4. Resolve product or service issues.
  5. Perform administrative duties to ensure compliance with policies and procedures.
Requirements
  • High school diploma or equivalency required.
  • Sufficient interpersonal skills to represent the credit union positively.
  • One year of experience in direct customer/member service preferably in a business office setting.
Estimated Salary

$20 - $40 per hour



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