Financial Services Representative

4 weeks ago


Westminster, Colorado, United States Premier Members Credit Union Full time

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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