Financial Services Representative
3 weeks ago
About Our Culture
We value a diverse and inclusive work environment where everyone can thrive. Our organization is committed to the success and well-being of our employees, recognizing that a healthy and prosperous community benefits us all.
Role Overview
The Civic Advisor plays a vital role in delivering exceptional member experiences by providing personalized solutions, creating memorable interactions, and exceeding member expectations. This position embodies the core values of Civic, fostering an inclusive environment for both branch staff and members.
Daily Responsibilities
- Provide tailored support to current and potential members to enhance their financial well-being.
- Exhibit active listening skills and employ thorough research to address member inquiries, ensuring prompt resolution and necessary documentation.
- Maintain accurate cash balances while adhering to operational procedures and limits.
- Process member transactions efficiently, responding to inquiries via various channels in a timely manner.
- Offer lobby support, staying up-to-date on products and services available to Civic members, including promotions.
- Assist with account openings, ensuring all information is received and accurately processed.
- Educate members on digital solutions, promoting self-service alternatives for managing finances at their convenience.
- Participate in required meetings and trainings, contributing to a positive team environment and sharing knowledge of effective practices.
- Collaborate with internal departments to deliver a seamless experience for member requests.
Required Qualifications
- Minimum 1-3 years of banking/member service experience.
- High school diploma or equivalent.
- Exceptional verbal, written, telephone, and interpersonal communication skills.
- Demonstrated strong customer service skills.
- Notary Public in North Carolina or ability to achieve within six months.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Access, Outlook) and Internet applications.
- Ability to function in a Consumer business office environment and utilize standard office equipment.
- Ability to lift a minimum of 25 pounds.
Preferred Qualifications
- Credit Union member service experience.
- Knowledge of financial products and services, mobile, and online banking a plus.
Estimated Salary Range: $45,000 - $65,000 annually, depending on experience and qualifications.
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