Financial Services Representative

CPM Federal Credit Union; Greenville (SC); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking credit union as a Financial Services Representative and make a significant impact on members' financial well-being. In this sales-focused role, you'll provide exceptional service while cross-selling products to meet member needs. With a competitive incentive plan and growth opportunities through a Career Progression Program, this position offers a chance to thrive in a supportive environment. Enjoy perks like employee discounts, 401(k) matching, and ongoing professional development. Be part of a dedicated team empowering members for a brighter financial future!

Benefits

Employee Discounts

401(k) Match

Educational Assistance

Ongoing Professional Development

Wellness Programs

Qualifications

• Strong customer service skills with a passion for helping members.
• Effective communication skills for engaging with members clearly.

Responsibilities

• Provide top-notch member service and handle inquiries.
• Cross-sell Credit Union products to meet financial needs.

Skills

Customer Service Skills

Effective Communication

Problem-Solving Abilities

Knowledge of Credit Union Services

Education

High School Diploma or Equivalent

Job description

Apply

Description

Financial Services Representative (Greenville- Augusta Rd)
Calling all sales-oriented professionals with a passion for exceptional customer service! Are you ready to take your career to the next level? We have an exciting opportunity just for you. Join our team at CPM Federal Credit Union as a Financial Services Representative and make a significant impact on our members' financial well-being.

Candidates must be available Monday - Thursday 8 am - 5 pm, Fridays 8 am - 6 pm. Some Saturdays 9 am- 12 pm may be required.

Position Highlights:

Sales-Focused Role: Showcase your exceptional sales skills by actively cross-selling our Credit Union's products and services to meet our members' financial needs.

Incentive Plan: Be rewarded for your successes with a competitive monthly incentive plan.

Employee-centric: CPM Federal Credit Union has been named a "Best Place to Work" and a "Best Credit Union to Work For" for 2024!

Growth Opportunities: Our Career Progression Program puts you in control of your success and career!

CPM Perks: Enjoy employee discounts, 401(k) match, educational assistance, ongoing professional development, and wellness programs.

What You'll Do:

• Provide top-notch member service.
• Handle a wide range of member inquiries, including account statements, loans, payments, automatic transfers, interest rates, investment certificates, and more.
• Use your promptness, courtesy, and expertise to ensure our members' questions and problems are resolved accurately and efficiently.

What You'll Bring:

• Excellent Customer Service Skills: You're a natural people person with a passion for providing exceptional service. Your friendly demeanor, patience, and ability to listen attentively will help you build strong relationships with our valued members.
• Effective Communication: You possess strong verbal and written communication skills, enabling you to explain complex information in a clear and concise manner. You'll engage with members over the phone, email, and chat, so effective communication is essential.
• Problem-Solving Abilities: You have a knack for finding solutions to challenges and resolving member issues. Your analytical thinking and attention to detail will help you accurately processing loan applications and other financial transactions with ease.
• Strong knowledge of Credit Union loan services, policies, and procedures is preferred.
• High school diploma or equivalent

Join our team and be a part of a credit union dedicated to empowering our members and building stronger financial futures!

*Strict adherence to CPM's policies, and federal regulations from NCUA and FFIEC, including GLB and BSA is required.

About CPM Federal Credit Union

CPM Federal Credit Union was founded in 1955. Since then, CPM has worked hard to help our members improve their financial well-being. We have offices throughout South Carolina, with our headquarters in North Charleston. Be part of our team of talented professionals and contribute to our mission of empowering our members and our community with opportunities for a brighter financial future.

AFFIRMATIVE ACTION/EEO STATEMENT

CPM Federal Credit Union is an Equal Opportunity Employer who recruits, and hires qualified applicants without regard to race, color, religion, sex, pregnancy, childbirth, and related medical conditions (including, but not limited to lactation), sexual orientation, national origin, age, disability, gender identity, protected veteran status or any other protected characteristic.