Financial Services Representative

1 day ago


Simi Valley, California, United States CBC Federal Credit Union Full time
Job Description:

We are seeking a highly skilled Financial Services Representative to join our team at CBC Federal Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and support to our members. This includes assisting with financial transactions, answering questions about our products and services, and helping members achieve their financial goals.

About the Role:

The ideal candidate will have excellent communication and interpersonal skills, with the ability to work in a fast-paced environment. You will be required to maintain accurate records, handle cash and other negotiable instruments, and perform various administrative tasks as needed. Additionally, you will be expected to stay up-to-date on our products and services, as well as any relevant industry developments.

Responsibilities:

* Provide exceptional customer service and support to members
* Assist with financial transactions, including deposits, withdrawals, and loan payments
* Answer questions about our products and services, and help members choose the right options for their needs
* Maintain accurate records and handle cash and other negotiable instruments
* Perform various administrative tasks as needed, such as data entry and filing
* Stay up-to-date on our products and services, as well as any relevant industry developments

Requirements:

* High school diploma or equivalent required
* 1-2 years of experience in a customer-facing role, preferably in a financial institution
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment and multitask
* Basic computer skills and knowledge of software applications, such as Microsoft Office
* Ability to maintain accurate records and handle cash and other negotiable instruments accurately and efficiently

Benefits:

* Competitive salary range: $35,000 - $50,000 per year
* Comprehensive benefits package, including medical, dental, and vision insurance
* 401(k) plan with company match
* Paid time off and holidays
* Opportunities for professional growth and development

Estimated Salary: $42,000 per year

Contact Information: Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you

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