Evergreen Representative II

Kaizen Lab Inc.; Michigan; On-site; USD 36,000 - 48,000; Full time

Job summary

Forest Area Federal Credit Union is seeking an Evergreen Representative to provide exceptional member service across a range of credit union services. You will build relationships, open and maintain accounts, and help members reach their financial goals.

This role involves assisting with IRAs, business accounts, and certificate products, processing important transactions, and supporting the loan process while ensuring accurate documentation and compliance.

Qualifications

• 1–3 years of banking, credit union, or financial services experience.
• Detail-oriented and organized.
• Excellent listening and communication skills.
• Comfortable using multiple systems and office technology.
• Proficiency with Microsoft Office and standard office equipment.
• Demonstrates professionalism, integrity, and confidentiality.

Responsibilities

• Build strong relationships with members through phone and online communication.
• Open and maintain accounts, including savings, checking, youth accounts, sub-shares, and certificates.
• Assist members with specialized services such as IRAs, business accounts, and certificate products.
• Help resolve account questions, discrepancies, and service concerns.
• Process important member transactions including debit card disputes, stop payments, and wire documentation.
• Support the loan process by providing clerical and administrative assistance.
• Identify opportunities to recommend helpful products and services that fit members’ financial needs.
• Assist with instant issue debit and credit cards.
• Ensure accurate documentation and compliance when opening or reviewing accounts.
• Provide administrative support including recordkeeping, correspondence, and internal support to team members.

Skills

Banking/financial services experience

Detail-oriented

People skills / customer service

Active listening

Professionalism, integrity, and confid

Education

High School Diploma or GED

Tools

Microsoft Office

Office equipment

Job description

Forest Area Federal Credit Union

At Forest Area Federal Credit Union, we believe banking should feel personal. Our Evergreen Representatives are at the heart of that experience—helping members solve problems, reach financial goals, and discover services that make their lives easier.

If you enjoy helping people, solving problems, and being the “go-to” person members trust, this could be the perfect opportunity to grow your career in financial services.

What You’ll Do

As an Evergreen Representative, you’ll provide exceptional service while supporting members through a wide range of credit union services. This is a dynamic role where no two days are exactly the same.

In this role, you will:

• Build strong relationships with members through phone and online communication

• Open and maintain accounts, including savings, checking, youth accounts, sub-shares, and certificates

• Assist members with specialized services such as IRAs, business accounts, and certificate products

• Help resolve account questions, discrepancies, and service concerns

• Process important member transactions including debit card disputes, stop payments, and wire documentation

• Support the loan process by providing clerical and administrative assistance

• Identify opportunities to recommend helpful products and services that fit members’ financial needs

• Assist with instant issue debit and credit cards

• Ensure accurate documentation and compliance when opening or reviewing accounts

• Provide administrative support including recordkeeping, correspondence, and internal support to team members

What Makes You a Great Fit

We’re looking for someone who enjoys helping others and takes pride in doing things right.

You may be a great fit if you:

• Have 1–3 years of banking, credit union, or financial service experience

• Are detail-oriented and organized

• Enjoy talking with and helping people

• Can listen carefully and identify member needs

• Are comfortable working with multiple systems and office technology

• Have experience with Microsoft Office and standard office equipment

• Demonstrate professionalism, integrity, and confidentiality

Education

High School Diploma or GED required.

Why Forest Area Federal Credit Union?

At Forest Area FCU, our employees are part of a team that truly cares—about members, about the community, and about each other. We believe in creating an environment where employees can grow, contribute ideas, and make a real impact.

When you join our team, you become part of a credit union that values service, trust, and relationships.