Financial Services Representative

18 hours ago


Muncie, Indiana, United States Thrive Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Consultant to join our team at Thrive Credit Union. As a key member of our front-line team, you will play a pivotal role in providing exceptional member service and guiding members to achieve their financial goals.

Key Responsibilities
  • Provide personalized service to members, conducting transactions, opening new accounts, and recommending tailored financial solutions.
  • Educate members about Thrive's products and services, ensuring they have the knowledge to make informed financial decisions.
  • Process transactions accurately and efficiently, maintaining a high level of member satisfaction.
  • Develop strong relationships with members, understanding their financial needs and providing guidance to help them achieve their goals.
  • Stay up-to-date on Thrive's products and services, ensuring you can provide expert advice to members.
  • Work collaboratively with the team to achieve daily tasks and goals, demonstrating a commitment to excellence and professionalism.
Requirements
  • High school diploma or equivalent required; 1 year of experience in a similar role preferred.
  • Excellent communication and interpersonal skills, with the ability to work effectively with members and colleagues.
  • Strong organizational skills, with attention to detail and the ability to multitask.
  • PC and internet proficiency, with the ability to learn new software and systems quickly.
  • Availability to work a flexible schedule, including Saturdays, at one of our three locations.


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