Service Representative
3 weeks ago
A Financial Services Associate at DCU Inc. provides exceptional service to members, identifying their financial needs and helping them achieve their goals. This role requires strong verbal communication skills and the ability to work effectively in a team environment.
About the Role
This part-time onsite position is approximately 27.5 hours per week, with varied schedules including Wednesdays from 9:30 AM to 5:30 PM, Thursdays and Fridays from 11:30 AM to 7:30 PM, and Saturdays from 8:30 AM to 3:30 PM. The ideal candidate will be flexible and able to adapt to changing circumstances.
Key Responsibilities
- Identify member financial needs by building rapport and establishing strong business relationships
- Educate and cross-sell appropriate products and services, making qualified referrals and achieving assigned sales goals
- Open new memberships, accounts, and loans using established guidelines and self-service options, and conduct Notary Public services
- Accurately process teller transactions, assist with end of day balancing, Instant Issuance, and ATM balancing
- Conduct audits of membership applications, account maintenance forms, new account applications, and completed loan files
- Adhere to all DCU policies and procedures, including security compliance and limiting risk exposure to fraud and losses
Requirements
- High School diploma or equivalent
- 1-3 years related experience
- Verbal communication skills
- Technical skills (Word, Excel, Email)
- Bilingual skills a plus
Benefits
DCU offers an excellent work-life balance, competitive salary, and opportunities for growth and development. If you are a motivated individual who enjoys working in a dynamic environment, we encourage you to apply.
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