Financial Services Representative
4 weeks ago
Job Summary:
We are seeking a highly skilled and motivated Financial Services Representative to join our team at Premier Members Credit Union. As a key member of our branch operations, you will be responsible for delivering exceptional member service, building strong relationships, and promoting our products and services.
Key Responsibilities:
- Provide exceptional member service, responding to inquiries, and resolving issues in a timely and professional manner.
- Build and maintain strong relationships with members, understanding their financial goals and objectives.
- Promote Premier Members Credit Union products and services, offering personalized solutions to meet member needs.
- Work collaboratively with the team to achieve sales and referral goals, contributing to the success of the branch.
- Perform a variety of transactions, including cash handling, deposits, and withdrawals, while maintaining accurate records and adhering to security protocols.
- Stay up-to-date on credit union policies, procedures, and regulatory requirements, ensuring compliance and maintaining a high level of knowledge and expertise.
Requirements:
- High school diploma or equivalent required; 6 months of member service experience preferred.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse groups.
- Strong math skills, with the ability to accurately handle cash and process transactions.
- Proficiency in Microsoft Office, including Word, Excel, and Outlook.
- Ability to work in a fast-paced environment, with a high level of energy and enthusiasm.
Working Conditions:
This role requires standing for long periods, with occasional lifting of up to 25 pounds. A high level of accuracy and attention to detail is essential, as is the ability to work independently with minimal supervision.
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