Financial Services Representative

2 weeks ago


Turners Falls, Massachusetts, United States Freedom Credit Union Full time
Job Summary

This position is the Member Ambassador for Freedom Credit Union, responsible for providing quality and efficiency to members who prefer face-to-face interaction. The ideal candidate will have a thorough understanding of member transaction requirements and be able to effectively communicate all available options.

Key Responsibilities
  • Conduct all member account functions, including teller transactions, processing requests for new accounts and services, and providing counseling and cross-selling appropriate products or services.
  • Assist with a wide variety of member services, including regular account maintenance, Safe Deposit Box maintenance, and resolving member inquiries and disputes.
  • Troubleshoot and resolve member and internal inquiries in a timely, professional, and accurate manner.
  • Answer and route telephone calls, take messages, and provide information as necessary.
Requirements
  • Experience: Six months to two years of similar or related experience, including time spent in preparatory positions.
  • Education/Certifications/Licenses: A high school degree or GED is required.
  • Interpersonal Skills: A significant level of trust and diplomacy is required to be an effective subject matter expert in the position.

This role requires a high level of trust and diplomacy to effectively communicate with members, direct and indirect reports, and outside vendors of a sensitive and/or highly confidential nature. The ideal candidate will have excellent communication and interpersonal skills, with the ability to motivate, influence, educate, and advise others on matters of significance.



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