Financial Services Representative
3 weeks ago
The Member Advisor I provides exceptional service with in-branch member transactions, account relationships, and lending. This role acts as a resource to members, educating them on products and services that improve their financial wellbeing.
Key Performance Indicators- Meet specific performance objectives in member service and operations.
- Successfully cross-sell Credit Union services.
- Actively support the service and sales environment within the branch based on our Vision, Mission and Operating Principles of the Credit Union and our Retail Service Level Agreement.
iQ Credit Union offers a range of benefits to support the well-being of its employees, including:
- Healthcare coverage: iQ pays 100% monthly medical, dental and vision premium for you AND your dependent children.
- Saving for retirement: iQ matches up to 5.5% of your 401(k) retirement dollars.
- Paid time off: iQ offers 11 paid holidays plus vacation and sick time accruals.
To be successful in this role, you will need to have:
- A strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
- Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.
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Member Service Representative
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