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Financial Service Representative

2 months ago


Scarborough, Maine, United States Five County Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Financial Service Associate to join our team at Five County Credit Union. As a key member of our operations team, you will play a vital role in providing exceptional service to our members, helping them achieve their financial goals, and contributing to the growth and success of our organization.

Key Responsibilities
  1. Member Service and Support: Provide personalized service to members, answering their questions, and addressing their concerns in a professional and courteous manner.
  2. Transaction Processing: Accurately process transactions, including account openings, loan applications, and other financial services, ensuring compliance with credit union policies and regulations.
  3. Cross-Selling and Upselling: Identify opportunities to offer members additional products and services, promoting their financial well-being and contributing to the credit union's growth.
  4. Account Maintenance: Assist members with account-related inquiries, changes, and issues, ensuring accurate and efficient resolution.
  5. Compliance and Risk Management: Maintain knowledge of and adhere to credit union policies, procedures, and regulatory requirements, ensuring a safe and secure environment for members and employees.
Requirements and Qualifications

To be successful in this role, you will need:

  • Excellent Communication and Interpersonal Skills: Ability to effectively communicate with members, colleagues, and management, building strong relationships and providing exceptional service.
  • Basic Math and Computer Skills: Proficiency in using financial software and systems, as well as basic math skills for accurate transaction processing.
  • Reliability and Flexibility: Ability to work a variety of shifts, including weekends and holidays, and maintain a high level of productivity and accuracy in a fast-paced environment.
  • Positive Attitude and Professionalism: Demonstrate a positive, friendly, and professional attitude, representing the credit union in a positive light to members and the community.
What We Offer

As a Financial Service Associate at Five County Credit Union, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to creating a positive and inclusive work environment, where you can thrive and make a meaningful contribution to our organization.