Financial Service Pro: Member Solutions & Loans

Commonwealth Credit Union; Shelbyville (KY); On-site; USD 32,000 - 52,000; Full time

Job summary

Commonwealth Credit Union is seeking a Financial Service Representative to deliver extraordinary member experiences across all channels. You will execute complex financial transactions, manage member accounts, and process loan applications with precision and compliance.

This role emphasizes tailoring financial solutions through product knowledge, meeting quality standards, and supporting branch success. Saturday hours are required, and licensure for specialized services may be needed to excel.

Qualifications

• High School or GED required.
• Related experience is required (2 years).

Responsibilities

• Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
• Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
• Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
• Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
• Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
• Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.

Skills

Credit analysis

Relationship building

Financial transactions

Customer service

Sales

Education

High School or GED

Job description

Commonwealth Credit Union is seeking a Financial Service Representative to deliver extraordinary member experiences across all channels. You will execute complex financial transactions, manage member accounts, and process loan applications with precision and compliance.

This role emphasizes tailoring financial solutions through product knowledge, meeting quality standards, and supporting branch success. Saturday hours are required, and licensure for specialized services may be needed to excel.