Customer Service Representative

4 days ago


Henderson, Nevada, United States InTouch Credit Union Full time
Job Opportunity

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Financial Assistant at InTouch Credit Union in Henderson, NV.

About the Role

This is an exciting opportunity to work in a dynamic and fast-paced environment, providing exceptional member service and promoting financial products and services. As a Personal Financial Assistant, you will be responsible for greeting and welcoming members, identifying and recommending products and services based on their financial needs, and meeting or exceeding sales and service goals.

Key Responsibilities
  • Greet and welcome members and visitors in a prompt and professional manner, consistent with service excellence best practices.
  • Identify and recommend products and services based on member's financial needs, through review of their account or by asking open-ended questions.
  • Contact prospective members, businesses, community groups, and Select Employer Groups (SEGs) to present information on available products and services.
  • Attend various community organization meetings to develop new business and create awareness of the credit union.
  • Meet or exceed sales and service goals.
  • Work at other branch locations as directed by branch leadership, based on staffing requirements.
Requirements
  • A minimum of one year of experience in the financial industry is required, with a preference for one year of customer service experience.
  • Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) is required.
  • Working knowledge of Microsoft Office and Windows is required, with basic knowledge of software applications preferred.
Compensation and Benefits

The salary for this role is approximately $20,000 - $22,000 per annum, depending on experience. Additionally, employees receive a range of benefits, including competitive pay, opportunities for career advancement, and a comprehensive benefits package.



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