Financial Service Pro — Elevate Member Finances & Experience

Commonwealth Credit Union; Lexington, Northern (KY, KY); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Commonwealth Credit Union is seeking a Financial Service Representative to deliver extraordinary experiences to members across channels, handling complex transactions with precision and compliance.

You will leverage product knowledge to tailor financial solutions, aim to exceed QA benchmarks, and support branch success and member satisfaction. Saturday hours are required, with a focus on service excellence.

Qualifications

• High School or GED or better.
• 2 years related experience.
• Experience in financial services or customer service preferred.

Responsibilities

• Maintain strong product and industry knowledge, achieving high scores on knowledge assessments to ensure exceptional member service.
• Follow service protocols, actively listen to member concerns, and use credit union tools to serve members on calls and in person.

Skills

Problem solving

Communication

Analytical

Education

High School or GED

Job description

Commonwealth Credit Union is seeking a Financial Service Representative to deliver extraordinary experiences to members across channels, handling complex transactions with precision and compliance.

You will leverage product knowledge to tailor financial solutions, aim to exceed QA benchmarks, and support branch success and member satisfaction. Saturday hours are required, with a focus on service excellence.