Financial Service Representative

Ccuky; Georgetown (KY); On-site; USD 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Service Representative to join their team. In this role, you will be responsible for providing exceptional member service, handling financial transactions, and assisting with loan applications. Your expertise will help foster strong relationships with members, ensuring their financial needs are met with precision and care. This position requires a commitment to service excellence and the ability to thrive in a collaborative environment. If you are passionate about helping others and have a keen eye for detail, this opportunity is perfect for you.

Qualifications

• 2 years of related experience required for the position.
• High School diploma or GED is mandatory.

Responsibilities

• Handle account transactions and loan applications with precision.
• Deliver exceptional service while fostering strong member relationships.

Skills

Problem Solving

Communication

Analytical

Education

High School or GED

Job description

Georgetown West Branch
105 Marketplace Cir
Georgetown, KY 40324, USA

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.

Our Financial Service Representatives (FSRs) consistently provide quality member service. They professionally handle our members' financial needs--including performing account transactions, completing loan applications, opening new memberships, and Individual Retirement Accounts (IRAs). They complete all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, account closings, etc. They maintain knowledge of products and services to confidently support the credit union's sales efforts. They consult with members to match credit union products and services with their needs.

The duties of a Financial Service Representative include, but are not limited to:

• Completing applications for loans, new memberships, accounts and Individual Retirement Accounts (IRAs).
• Completing all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, closing accounts, etc.
• Maintaining knowledge of credit union products and services to confidently support credit union sales efforts.
• Consulting with members to match credit union products and services to their needs.
• Delivering exceptional service to members and prospective clients across all communication channels, ensuring prompt and accurate responses while fostering strong, positive relationships.

This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.

The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.

SATURDAY HOURS ARE REQUIRED.

Qualifications

Skills

Preferred

Intermediate

Problem Solving

Intermediate

Communication

Intermediate

Analytical

Intermediate

Behaviors

:

Motivations

:

Education

Required

High School or GED or better.

Experience

Required

2 years related experience.

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.