Financial Services Representative

4 weeks ago


Brentwood, Tennessee, United States SafeAmerica Credit Union Full time
Job Summary

The Financial Services Representative will play a key role in assisting and educating members on self-service banking options, processing teller transactions accurately and efficiently, and delivering world-class service to members by uncovering and understanding their known and unknown needs.

This role requires excellent interpersonal skills to effectively communicate with members and Credit Union personnel, as well as a friendly attitude and professional appearance and behavior.

The ideal candidate will have prior customer service experience and be confident in communicating with members about products and services directly.

Responsibilities include:

  • Exceeding member expectations through efficient, proactive, and accurate service
  • Interacting with members in the branch lobby to assist, educate, and train on conducting self-service transactions
  • Opening new memberships and/or cross-selling additional products and services
  • Serving members' financial needs in-person and at times via phone

The Financial Services Representative will also be responsible for staying abreast of the latest changes in products, services, consumer protection laws, rate changes, and Credit Union policies and procedures.

This role requires a highly motivated self-starter with an intense focus on achieving results, as well as the ability to contribute toward creating solutions to challenges that impact the team while maintaining a focus on productivity.

The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment and adapt to changing situations.

We offer a competitive compensation package, including paid time off, 10 holidays off per year, 401(k), and a traditional pension plan, as well as incentive and bonus programs, an Employee Assistance Program (EAP), medical, dental, and vision plan coverage, life insurance, and dependent and health care reimbursement accounts.

We also offer our employees discounts on our products, a casual dress code, a rewards and recognition program, and an employee referral program.



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