Financial Services Representative

4 weeks ago


Naperville IL, United States The LaSalle Group Full time

At The LaSalle Group, we are seeking a skilled Financial Services Representative to join our team. This role is perfect for individuals who are passionate about delivering exceptional customer service and have a strong understanding of financial products and services.

  • As a Financial Services Representative, you will be responsible for providing service to both internal and external members that align with our credit union's Service Promises.
  • You will explain and recommend credit union products and services, provide information on new and ongoing promotions, and address and resolve member problems and complaints.
  • Additionally, you will facilitate wire transfer requests, process check orders, and provide loan payoff information.
  • You will also process phone transfer requests between share accounts, loan accounts, and cross-member accounts, as well as process check withdrawals and loan advance requests.
  • To be successful in this role, you must have 1+ years of consecutive experience in a bank, credit union, or financial institution, and previous work experience in a fast-paced call center environment is preferred.
  • You must also have strong attention to detail, the ability to multitask while speaking with a customer on the phone, and excellent verbal and written communication skills.

This is an excellent opportunity for individuals who are looking to further their career in the financial services industry and want to work on a talented team at a growing company.



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