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Financial Services Representative
2 months ago
We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Harborstone Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and promoting the success of our cooperative.
Key Responsibilities- Provide personalized service to members, addressing their financial needs and concerns.
- Recommend and implement financial solutions that meet members' needs, balancing their requirements with the needs of the membership.
- Communicate effectively with members, internal staff, and external partners to ensure seamless service delivery.
- Stay up-to-date with credit union products and services, leveraging this knowledge to refer members to relevant solutions.
- Manage member concerns, escalating issues as necessary to ensure timely resolution.
- Participate in branch promotions and support operational tasks to drive business growth.
- High school diploma or equivalent.
- Basic Microsoft Office skills.
- Notary license and NMLS training (or ability to obtain).
- Strong problem-solving and critical thinking skills, with a focus on member experience.
- Ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities.
As a Member Service Representative at Harborstone Credit Union, you will enjoy a competitive compensation package, opportunities for professional growth and development, and the chance to make a meaningful impact on the lives of our members.
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