Customer Service Representative

3 weeks ago


Montpelier, Vermont, United States EastRise Federal Credit Union Full time
Overview
EastRise Federal Credit Union is seeking an experienced Financial Services Associate to join our team. As a key member of our Berlin Branch, you will provide exceptional service to members while gaining insight into their financial needs.

This role involves listening attentively to member needs and providing solutions that best suit the member's goals. You will primarily uncover member financial goals and needs through discovery conversations, demonstrating empathy and building lasting relationships with members. When needed, you will refer members to specialists for assistance outside your expertise. Additionally, you will assist with teller-based transactions.

The estimated annual salary for this position is $45,000 - $60,000, based on industry standards and location.

Responsibilities
- Assist members by opening and closing accounts, issuing debit cards, performing wire transfers, providing rate quotes, and account maintenance.
- Check-in members as branch concierge and provide navigational assistance for online banking and mobile app.
- Open, maintain, and close business accounts, IRAs, and fiduciary accounts.
- Process VISA, personal, auto, and home equity lending applications.
- Work with members to uncover their financial needs and goals through effective discovery conversations.

Qualifications
- 1-3 years of similar experience required.
- Previous customer service experience necessary.
- Cash handling experience preferred.
- Proficiency in Microsoft Office required.

Benefits
- Health, vision, and dental insurance
- 401K employer match
- Paid time off starting at 3 weeks per year, increasing with tenure
- Sick/personal time
- 11 paid holidays
- Short and long-term disability coverage
- Tuition prepayment or student debt relief
- Continuing education opportunities
- Wellness/fitness reimbursement

About Us
EastRise Federal Credit Union is a reputable financial institution dedicated to serving our community.

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