Financial Services Representative I, II, Senior

Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone, accurately performing requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs.

Requirements

• Actively engage with existing and prospective members to create a positive member experience
• Ensure all members receive prompt, professional, helpful, and courteous service
• Deepen member relationships through expert knowledge of credit union products and services
• Use a consultative approach and resources to develop solutions for member's financial well-being
• Ensure accuracy and completion of all transactions and member service requests
• Efficiently onboard members in the system and complete outbound call programs
• Support the Member Service Center with incoming calls as scheduled
• Build meaningful relationships by participating in branch promotions and community events
• Work effectively in a team environment across all organizational levels

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays