Financial Services Representative II

1 day ago


Medford, Oregon, United States Suffolk Credit Union Full time
Financial Services Representative II

Suffolk Credit Union is seeking a highly skilled Financial Services Representative II to join our Member Services team. As a key member of our team, you will be responsible for providing exceptional member experiences, establishing new relationships, and enhancing existing ones through acquisition, retention, and cross-sell strategies.

Key Responsibilities:
  • Deliver outstanding member service levels to all current and prospective members
  • Exhibit in-depth knowledge of Credit Union products and services, and maintain the ability to educate, inform, and demonstrate benefits of SCU membership
  • Ensure requests, complaints, and/or issues are researched and resolved in a timely manner using the necessary channels
  • Develop advisory relationships with current and prospective members to deepen relationships and referral opportunities
  • Consistently process all transactions accurately and efficiently, while maintaining member confidentiality
  • Proactively perform member research and outreach for sales and service purposes
  • Responsible for following up with all current and prospective members to ensure a positive experience
  • Complete new member onboarding activities where applicable
  • Use Credit Union resources and innovative technologies to optimize the member experience
  • Perform all daily Personal Banker responsibilities, including but not limited to opening and closing all consumer, specialty titled accounts, Debit/ATM Card servicing, Wire Transfers, Temporary and Checkbook Orders, Fraud Claims, and Account Maintenance
Requirements:
  • High school diploma or equivalency certification
  • Two (2) years of customer service experience, preferably in a banking environment
  • Supervisory experience and cash handling preferred
  • Notary license required to be obtained within three (3) months of hire
  • NMLS-ID (Mortgage Loan Originator) required and will be provided at time of hire if not already acquired

Suffolk Credit Union is an equal opportunity employer and prohibits discrimination of any type on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information or any other characteristic protected by applicable federal, state or local laws.



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