Financial Services Representative
2 days ago
We are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional financial services to our members, building lasting relationships, and driving business growth.
Key Responsibilities- Process member financial transactions, including deposits, withdrawals, and loan payments.
- Transfer funds from member accounts as directed.
- Balance cash drawers and daily transactions.
- Post transactions to member accounts and maintain accurate records.
- Cross-sell credit union products and services to meet member needs.
- Conduct loan interviews, evaluate loan applications, and determine creditworthiness.
- Support the branch manager in maintaining and growing the branch.
- Develop and maintain relationships with existing and potential members.
- Refer members to relevant credit union personnel for investments and mortgages.
- Respond to member inquiries and concerns, providing positive solutions.
- High School Diploma
- Excellent member service skills
- Mathematical skills, including ability to calculate figures and amounts
- Knowledge of financial products and services
- Ability to operate a personal computer and relevant software
TransWest Credit Union is an Equal Employment Opportunity Employer. We are committed to providing a positive and inclusive work environment that values diversity and promotes equal opportunities for all employees and applicants.
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