Financial Service Representative

7 days ago


Plymouth, United States Lighthouse Credit Union Full time
Job Title: Financial Service Representative

About Us: Lighthouse Credit Union is a forward-thinking organization dedicated to enriching and nourishing the lives of others. Our mission is to create a community that's good for you, good for all.

Salary & Benefits: The estimated salary for this role is $20-$25 per hour, plus incentives. Additional benefits include employee loan discounts, student loan/tuition assistance, comprehensive medical/dental/vision coverage, paid time off, and a 401(k) plan with employer match/profit sharing.

Job Description: As a Financial Service Representative, you will be responsible for fulfilling member requests, seeking opportunities for products and services, and deepening member relationships. This includes interviewing loan applicants, closing loans, cross-selling, referring mortgages, and prospecting. You will also prepare and disburse loans within lending limits and credit union guidelines, accurately process deposits, payments, withdrawals, cashed checks, wires, and fraud packets in accordance with established policies and procedures. Additionally, you will handle all transactions with accuracy and courtesy while maintaining privacy and security.

Required Skills & Qualifications: To be successful in this role, you should have at least six months of customer service experience, great communication skills, previous cash handling experience, the ability to follow regulations and compliance, high attention to detail, and working knowledge of Microsoft Office Suite. A high school diploma or equivalent is required. Previous credit union or banking experience and sales experience are preferred.

Work Environment: You will work in a dynamic environment where you will occasionally travel for continued training, meetings, and branch support. Our locations close at 5 pm and on Sundays, offering a balanced and predictable schedule.

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