Financial Services Representative
4 weeks ago
At Hughes Resources, we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our staff, you will be responsible for providing exceptional customer service to our members by offering deposit and loan services in a professional and courteous manner.
Responsibilities:- Open and close memberships, including lending and deposit accounts transactions.
- Perform routine member transactions, such as account inquiries, transfers, check withdrawals, stop payments, and general information.
- Ability to handle problem resolutions and answer phone calls from customers.
- Process transactions and respond to inquiries made by members via telephone or email.
- Assist members with loan inquiries, loan applications, loan balance/payoffs, quotes, and premiums.
- Understand and cross-sell loan products and services.
- Redeem US Savings Bonds and direct members to online purchases of US Savings Bonds.
- Order members checks.
- Understand and follow all company policies and standard procedures.
- Remain aware of, understand, and comply with regulatory and compliance issues for consumer loans and deposit accounts.
- Must be bilingual.
- HS Diploma or equivalent required.
- Must be service-minded and team-oriented.
- Proficiency in Microsoft Word, Excel, and Outlook required.
- Strong written and verbal communication skills important.
- Requires effective member relation/cross-selling skills.
- Ability to manage multiple priorities.
- Requires well-developed interpersonal skills for communicating information.
- Experience in a financial institution, previous lending/deposit account experience is preferred.
As a Financial Services Representative at Hughes Resources, you will have the opportunity to work in a dynamic and fast-paced environment, providing exceptional customer service to our members. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.
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