Credit Union Representative

2 weeks ago


Belleville, Pennsylvania, United States Everence Full time
Job Summary

We are seeking a highly motivated and customer-focused Credit Union Member Services Representative to join our team at Everence Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, processing transactions, and promoting our products and services.

Key Responsibilities
  • Member Service: Provide a best-in-class member experience by being courteous, efficient, and professional in all interactions.
  • Transaction Processing: Accurately and efficiently process member transactions, including deposits, loan payments, transfers, and other financial services.
  • Product Promotion: Proactively engage with members to promote our products and services, identify cross-selling opportunities, and educate members on our offerings.
  • Account Management: Open and close memberships/accounts, negotiate Certificates of Deposits/IRAs, and onboard new members with follow-up communication.
  • Team Collaboration: Work collaboratively with the team to achieve sales performance goals, contribute to office meetings, and participate in training as assigned.
Requirements
  • Education: High school diploma or equivalent required.
  • Experience: Basic understanding of credit union operations, customer service experience, and/or experience in financial services preferred.
  • Skills: Exceptional service skills, professionalism, honesty, integrity, and good listening skills; strong interpersonal, communication, and organizational skills; accuracy and attention to detail with mathematical aptitude and analytical skills.
Working Conditions

This is a part-time position, requiring 24 hours of work per week. The ideal candidate will be available to work based on branch scheduling needs.



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