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Financial Services Representative

1 month ago

Pittsburgh, Pennsylvania, United States CITY CO FEDERAL CREDIT UNION Full time
Job Summary

As a Financial Services Representative at CITY CO FEDERAL CREDIT UNION, you will play a vital role in assisting members with their financial needs. Your primary responsibility will be to provide exceptional service to members, opening and closing accounts, processing transactions, and resolving member problems.

Key Responsibilities
  • Assist members with account openings, closures, and transactions
  • Provide accurate and timely information to members regarding products and services
  • Identify opportunities to cross-sell additional products or services to members
  • Maintain accurate member account information on computer systems
  • Prepare required reports for management
Performance Measurements
  • Provide informed, prompt, and accurate service to all members and associates
  • Open all accounts, certificates of deposit, and other Credit Union products or services in accordance with federal regulations
  • Carry out assigned duties and responsibilities with minimal errors
  • Actively cross-sell products and services to members to achieve or exceed 100% of all established individual and branch sales goals
  • Troubleshoot and resolve member and internal inquiries in a timely and accurate manner
Requirements
  • One year to three years of similar or related experience
  • A high school education or GED
  • Working knowledge of principles and processes for providing member and personal services
  • Ability to communicate in English both written and spoken
  • Ability to use basic office equipment