Financial Service Advisor

7 days ago


Winter Springs, Florida, United States Insight Credit Union Full time
Job Overview

We are seeking a highly skilled Financial Service Advisor to join our team at Insight Credit Union. This role is perfect for individuals who are passionate about delivering exceptional member service and driving sales production.

Job Summary

The successful candidate will be responsible for servicing members on the teller line and platform, consistently producing high volumes of sales while maintaining excellent customer relationships. Key responsibilities include receiving and processing financial transactions, selling money orders and gift cards, and balancing cash drawers. Additionally, this role involves providing timely information and resolving issues efficiently.

Key Responsibilities:
  • Process financial transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and timeliness.
  • Sell money orders and gift cards to members, promoting additional revenue streams.
  • Balance cash drawers and maintain accurate records, identifying and resolving discrepancies promptly.
  • Provide exceptional member service, responding to inquiries and resolving issues in a professional and courteous manner.
Requirements

To succeed in this role, you will require:

  • A minimum of one year of experience in a similar or related position, preferably in the financial industry.
  • A high school education or equivalent.
  • Excellent interpersonal and communication skills, with the ability to work effectively in a fast-paced environment.
  • Able to operate a 10-key calculator and computer keyboard.
What We Offer

As a valued member of our team, you can expect:

  • A competitive hourly rate starting at $18.00 per hour.
  • A comprehensive benefits package, including medical, dental, vision, free life insurance, disability coverage, and a 401(k) plan with matching contributions.
  • Paid time off, birthdays off, and tuition reimbursement opportunities.
About Us

Insight Credit Union is an equal opportunity employer, committed to providing a diverse and inclusive workplace. We offer a supportive environment where you can grow and develop your career. If you are a motivated and enthusiastic individual who shares our passion for delivering exceptional member service, we encourage you to apply.


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