Client Services Representative

2 weeks ago

Brookfield, United States Sikorsky Financial Credit Union Full time
Position Overview

Why Consider a Career with Sikorsky Financial Credit Union?
Sikorsky Financial Credit Union has consistently been recognized as the leading Credit Union in Connecticut for multiple years. As one of the largest credit unions in the state, we manage over $1 billion in assets and are on a continuous growth trajectory.

If you are dedicated to assisting individuals in reaching their financial aspirations and wish to contribute positively to the community, we encourage you to explore this opportunity. We seek skilled individuals to enhance the banking experience for our esteemed members.

At Sikorsky Financial Credit Union, we offer numerous advantages. Enjoy a balanced work-life environment, competitive compensation, and a comprehensive benefits package that includes paid time off, medical and dental coverage, a 401K plan with company matching, tuition reimbursement, and more. Please review the details below for further insights into this role.

General Overview:

The Client Services Representative is responsible for delivering exceptional service to members by accurately handling a wide range of transactions while fostering and sustaining positive relationships. This role also involves educating members about, recommending, and offering products and services that could be advantageous to them. The Client Services Representative operates under the guidance of the Branch Manager, exercising limited independent judgment and decision-making, and requires moderate supervision.


Key Responsibilities:
  1. Efficiently processes a diverse array of transactions while ensuring outstanding member service in a timely manner.
  2. Accountable for meeting all branch and individual performance targets set by senior management, which includes increasing membership, managing new and existing accounts, and facilitating home loan and consumer loan applications (such as home equity, auto, personal loans, credit cards, etc.). Promotes additional Credit Union products and services.
  3. Assists tellers with complex transactions as directed by the Lead Teller or Branch Management.
  4. Serves as a backup for staff in various branch locations when necessary.
  5. Encourages and maintains a positive work environment by communicating professionally and effectively with members, colleagues, management, and vendors. Exemplifies the Credit Union's core values of Service, Teamwork, Integrity, and Responsibility.
  6. Stays informed about industry trends, including changes in regulations and technology.
  7. Ensures compliance with company policies and procedures as well as Banking/Credit Union regulations.
  8. Performs additional duties as required.

Essential Qualifications:

  1. High School Diploma or equivalent; some college coursework is preferred.
  2. 1-2 years of experience in a Teller role.
  3. Familiarity with banking products and services, with extensive knowledge of Credit Union offerings. Strong motivation to achieve branch performance goals.
  4. Excellent communication and interpersonal skills, with a strong attention to detail. Ability to multitask and possess strong mathematical skills.
  5. Willingness to travel up to 75%.
  6. Proficient in computer usage.
  7. Must obtain and maintain the following licenses/commissions (to be acquired within 90 days):
    1. NMLS Certification
    2. Notary Public
    3. State of CT Individual Producer License (Credit Insurance)

Sikorsky Financial Credit Union is an equal opportunity employer committed to diversity and inclusion. We welcome applicants from all backgrounds, including age, color, ethnicity, familial or marital status, gender identity or expression, language, national origin, physical or mental disability, military or veteran status, race, religion, sexual orientation, and socioeconomic background.

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