Financial Services Rep I: Member Care & Sales

Freedomfcu

Havre de Grace (MD)

On-site

USD 25,003 - 35,610

Full time

14 days+

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Benefits offered by this job

Paid time off
Medical, Dental, and Vision coverage
401k Retirement Plan with employer match options
Tuition Reimbursement options

Job summary

Freedomfcu is seeking a Financial Services Representative I in Havre de Grace, Maryland. This role involves delivering exceptional member service by identifying financial needs and providing suitable products, addressing inquiries, and performing sales tasks.

The ideal candidate will have a minimum of 1-year experience in customer service and sales, with a focus on cross-selling credit union products. Benefits include competitive pay, medical coverage, and paid time off.

Qualifications

  • Minimum 1-year previous experience in customer services, cash handling, and sales.
  • Proven experience in sales and member service with a track record of achieving targets.
  • Ability to work flexible hours, including weekends, as needed.

Responsibilities

  • Deliver exceptional member service by identifying financial needs and providing suitable products.
  • Address member inquiries and resolve issues promptly.
  • Identify opportunities to cross-sell and up-sell credit union products.

Skills

Customer Service Orientation
Sales Skills
Communication Skills
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Time Management
Team Collaboration

Education

High School Diploma or equivalent
Associate or bachelor’s degree in finance, business, or a related field preferred

Job description

Freedomfcu is seeking a Financial Services Representative I in Havre de Grace, Maryland. This role involves delivering exceptional member service by identifying financial needs and providing suitable products, addressing inquiries, and performing sales tasks.

The ideal candidate will have a minimum of 1-year experience in customer service and sales, with a focus on cross-selling credit union products. Benefits include competitive pay, medical coverage, and paid time off.

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