Financial Services Representative

2 weeks ago


Burlington, Vermont, United States New England Federal Credit Union Full time
Member Service Associate

We're seeking a skilled Member Service Associate to join our team at New England Federal Credit Union. As a key member of our branch team, you will provide exceptional service to our members, helping them achieve their financial goals and needs.

Key Responsibilities:
  • Deliver personalized service to members, addressing their financial needs and goals through discovery conversations.
  • Assist members with account opening, maintenance, and closure, as well as provide rate quotes and perform foreign and domestic wire transfers.
  • Provide navigational assistance for online banking and mobile app, and assist with seminar registration and account security updates.
  • Process loan applications, including VISA, personal, auto, and home equity lending.
  • Work with members to uncover their financial needs and goals, and provide solutions that best suit their needs.
Requirements:
  • 1-3 years of similar or related experience, including time spent in preparatory positions.
  • Previous customer service experience required.
  • Previous cash handling experience.
  • Previous experience with Microsoft Office required.

We're an equal opportunity employer and welcome applications from diverse candidates.



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