Financial Service Representative

Commonwealth Credit Union; Georgetown (KY); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Service Representative to join their team. This entry-level position focuses on providing exceptional service to members by handling financial transactions, managing accounts, and assisting with loan applications. The role emphasizes fostering connections and creating an inclusive environment where everyone can thrive. If you are passionate about serving the community and have a knack for finance, this opportunity is perfect for you to grow and make a positive impact.

Qualifications

• Expertise in executing complex financial transactions and managing member accounts.
• Knowledge of credit union products and services to support sales efforts.

Responsibilities

• Handle financial needs such as account transactions, loan applications, and IRAs.
• Deliver exceptional service across all communication channels.

Skills

Customer Service

Financial Transactions

Loan Applications

Account Management

Sales Skills

Education

High School Diploma

Bachelor's Degree in Finance or related field

Job description

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Description

Our team members are dedicated to serving the communities we support. We value diversity, foster connections, and promote an inclusive environment where everyone can thrive and succeed.

Job Details

Our goal is to be an Employer of Choice, and achieving this requires all Commonwealth Credit Union Team Members to embody our Team 1 culture. We are committed to ‘bettering lives through our passion to serve,’ which includes everyone—from our team members to the communities we serve. We do this best when we appreciate each other's differences, foster connections, and create an inclusive environment where everyone can thrive.

The Financial Service Representatives (FSRs) provide quality member service by handling financial needs such as account transactions, loan applications, opening new memberships, and IRAs. They also manage account maintenance requests, assist with discrepancies, fraud disputes, wire transfers, account closures, etc. FSRs maintain knowledge of products and services to support sales efforts and consult with members to match products to their needs.

The duties include:

• Completing applications for loans, new memberships, accounts, and IRAs.
• Handling account maintenance requests, discrepancies, fraud disputes, wire transfers, and account closures.
• Maintaining knowledge of credit union products and services to support sales efforts.
• Consulting with members to match their needs with appropriate products and services.
• Delivering exceptional service across all communication channels, fostering positive relationships.

This role requires expertise in executing complex financial transactions, managing member accounts, and processing loan applications with accuracy and compliance. FSRs leverage product knowledge to provide tailored solutions, exceed quality benchmarks, and uphold service standards. As a non-NMLS position, it does not involve detailed discussions of Home Equity Lines of Credit or Mortgage Loans but contributes to branch success and member satisfaction.

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales