Branch Financial Services Specialist

Conexus Credit Union; Maidstone; On-site; GBP 35,000 - 43,000; Full time

Benefits offered by this job

Preferred rates for banking services

Vacation benefits

Competitive benefits package

Pension matching

Job summary

Conexus Credit Union in Maidstone is seeking a Financial Services Representative to greet members, handle transactions, and guide customers to solutions, including digital services and product promotions. The role emphasizes friendly service, trust-building, and accurate processing in a fast-paced branch environment.

The successful candidate will join a training-focused team with a culture of ongoing learning, customer-first mindset, and a commitment to delivering exceptional member experiences.

Qualifications

• Customer service experience
• Sales skills
• Experience handling cash and completing financial transactions
• Tech savviness and a love for technology
• A desire to learn in a culture that embraces ongoing learning and development
• Enjoyment in working with the public 00

Responsibilities

• Greet our members and provide them with the services they seek
• Process transactions
• Provide troubleshooting and guidance around the use of our technology products or any other challenges a member may have
• Highlight and promote our credit union products and solutions
• Engage in proactive member communication by participating in outbound calling, credit union promotions, campaigns, and other creative strategies
• Identify suspicious transactions or interactions and respond appropriately

Skills

Customer service

Sales skills

Cash handling

Tech savviness

Learning mindset

Job description

Conexus Credit Union in Maidstone is seeking a Financial Services Representative to greet members, handle transactions, and guide customers to solutions, including digital services and product promotions. The role emphasizes friendly service, trust-building, and accurate processing in a fast-paced branch environment.

The successful candidate will join a training-focused team with a culture of ongoing learning, customer-first mindset, and a commitment to delivering exceptional member experiences.