Financial Services Representative

3 weeks ago


Valley Forge, Pennsylvania, United States Merck Sharp & Dohme FCU Full time
Job Description

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Merck Sharp & Dohme Federal Credit Union (MSDFCU). This role offers a unique opportunity to provide exceptional customer service, sales, and support to our members in a fast-paced banking environment.

About Us:

Merck Sharp & Dohme Federal Credit Union is a full-service financial institution that has been serving its members since 1950. As a not-for-profit Credit Union, we offer better rates on savings and loans, and additional products and services. Our goal is to provide our members with a personalized and supportive experience, and we're looking for someone who shares this vision.

Key Responsibilities:

  • Provide total, accurate, high-quality service to members on both the teller and platform sides of servicing at the Branch.
  • Create member loyalty and grow member share of wallet through a differentiated member experience.
  • Originates loans by accepting and reviewing loan applications, interviewing loan applicants, reviewing credit reports, and cross-selling loans.
  • Prepares loan documentation, initiates credit reports, and conducts closings for home equity, personal, and auto loans.
  • Resolves problems by clarifying member complaints, determining the cause of the problem, selecting and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
  • Processes IRA and share certificate transactions.
  • Assists with Credit Union security procedures.
  • Meets credit union standards of service and sales using the Creating Member Loyalty sales and referral skills.
  • Contributes to team effort by accomplishing Balance Score Card Goals as needed.
  • Performs Teller duties as needed.
  • Ability to travel to other locations and meet schedule requirements.
  • Assumes additional duties as assigned.

Requirements:

  • High School Diploma required.
  • 2+ years' experience in the Financial Industry.
  • Cash handling experience.
  • Strong sales skills.
  • Strong computer knowledge and Windows skills required.
  • Effective listener and communicator.
  • Strong problem-solving and trouble-shooting skills.
  • Knowledge of spread sheet software preferred.
  • Excellent written and oral communication skills.
  • Should have aptitude for Math.
  • Keen eye for detail and the drive to serve satisfactorily.
  • NMLS required.

Compensation and Benefits:

The estimated salary for this role is around $60,000-$80,000 per year, depending on experience. We also offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

How to Apply:

If you are a motivated and results-driven professional who is passionate about delivering exceptional customer service, please submit your application. We look forward to hearing from you



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