Financial Services Representative
7 days ago
The District Credit Union is committed to making our members' lives easier and improving their financial success. As a Financial Services Representative, you will be the first point of contact for our members via phone, email, online banking, or other virtual channels. Your exceptional customer service skills will enable you to provide a variety of services including transactions, account openings, loan applications, and more.
Key Responsibilities:- Member Assistance: Respond to members' requests, completing transactions, opening new accounts, and processing loan applications. Assist via phone, email, online banking, or other remote/virtual communication channels.
- Cross-Selling & Relationship Building: Identify and pursue opportunities to educate members on credit union products and services to help them achieve their financial goals. Meet or exceed sales and service targets that contribute to departmental and organizational success.
- Problem Resolution: Address member concerns and resolve issues within your scope, escalating situations when necessary. Maintain ownership of the member experience throughout the process.
- Confidentiality & Data Management: Ensure the strict confidentiality of all member information, complying with organizational policies and procedures. Maintain accurate and up-to-date records of member account information.
- Knowledge & Compliance: Stay informed on credit union products, services, promotions, internal policies, industry laws, and regulations to provide accurate and current information to members.
- Additional Duties: Perform other duties as assigned to support team and organizational goals.
- Strong communication skills with a focus on excellent customer service.
- Ability to learn and adapt to credit union products, policies, and procedures.
- High attention to detail and commitment to maintaining member confidentiality.
- Team-oriented with a proactive approach to meeting goals and solving problems.
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