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Financial Services Representative

2 months ago

Medford, Oregon, United States NWCUA Full time

**Exceptional Member Experience**

At NWCUA, we're committed to delivering unparalleled service to our members. As a Member Service Representative I, you'll play a vital role in achieving this goal.

**Key Responsibilities:**

  • Assist members with all aspects of their membership and account needs, including opening and closing accounts, loans, and other transactions.
  • Review and analyze members' financial situations to provide education and solutions that meet their needs.
  • Consistently promote member participation by effectively cross-selling Credit Union products and services.
  • Respond to member requests, questions, and concerns in a timely and professional manner.
  • Collaborate with other departments and branches to maintain exceptional service across all areas of the Credit Union.
  • Maintain member records and prepare files while maintaining the highest level of confidentiality.

**What You'll Bring:**

  • Excellent communication and interpersonal skills.
  • Ability to analyze financial situations and provide solutions.
  • Strong problem-solving and conflict resolution skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

**Why Join NWCUA:**

We're a dynamic and growing organization dedicated to serving our members and the community. As a Member Service Representative I, you'll have the opportunity to make a real difference in people's lives and advance your career in a supportive and collaborative environment.