Financial Services Representative

3 weeks ago


Wilmington, Massachusetts, United States Align Credit Union Full time
Job Summary

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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