Financial Services Rep - Elevate Member Growth

CPM Fed; Greenville, Northern (SC, KY); Hybrid; USD 47,000 - 54,000; Full time

Benefits offered by this job

401(k) match

Educational assistance

Ongoing professional development

Wellness programs

Employee discounts

Job summary

CPM Federal Credit Union in Greenville, SC is seeking a Financial Services Representative to deliver exceptional member service while actively cross-selling our financial products. The role requires availability Mon-Thu 8:00–5:00 and Fri 8:00–6:00 with a starting pay of $22.50 per hour.

You will handle inquiries on accounts, loans, payments, transfers, rates, and certificates, and participate in our incentive plan.

Qualifications

• Excellent customer service skills and a friendly demeanor.
• Strong verbal and written communication for phone, email, and chat.
• Ability to cross-sell financial products and services.
• Knowledge of credit union loan services and policies is a plus.

Responsibilities

• Provide top-notch member service.
• Handle inquiries on accounts, loans, payments, automatic transfers, interest rates, investment certificates, and more.
• Use promptness and courtesy to resolve questions and problems accurately and efficiently.
• Process loan applications and other financial transactions with ease.

Skills

Customer service

Sales

Communication

Problem solving

Education

High school diploma or equivalent

Job description

CPM Federal Credit Union in Greenville, SC is seeking a Financial Services Representative to deliver exceptional member service while actively cross-selling our financial products. The role requires availability Mon-Thu 8:00–5:00 and Fri 8:00–6:00 with a starting pay of $22.50 per hour.

You will handle inquiries on accounts, loans, payments, transfers, rates, and certificates, and participate in our incentive plan.