Credit Union Representative
2 weeks ago
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.
- 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.
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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Belleville, United States Everence Full timePOSITION SUMMARY Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business. Accurately and efficiently process...
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