Financial Services Representative
3 weeks ago
Align Credit Union is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch staff, you will be responsible for providing exceptional member service, processing transactions, and helping members understand and address their financial needs.
Key Responsibilities:
- Consistently execute behaviors in accordance with Align's values and member service standards to deliver an exceptional member experience.
- Accurately process all sales, servicing, banking transactions, and operational tasks, following all credit union security and compliance policies and procedures.
- Complete all member requests, including account opening, servicing requests, issuing debit cards, and routine bank transactions.
- Recommend appropriate solutions to meet member needs and consult with product specialists as needed.
- Acquire and maintain member relationships over the entire life cycle of the member by identifying and understanding their financial needs.
- Achieve all assigned member service and sales goals.
- Enhance knowledge of the credit union's products and services to promote opportunities to introduce members to alternative options.
- Identify the financial needs of each member served and assist with branch operational tasks.
- Develop and deepen member relationships by taking ownership to resolve member issues efficiently.
- Adhere to Align Credit Union's policies and procedures and ensure compliance with relevant regulations.
Requirements:
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Knowledge of financial products and services, with a willingness to learn and grow.
- Ability to maintain confidentiality and handle sensitive information.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- The chance to make a real difference in the lives of our members.
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