Financial Services Specialist — Member Solutions

Commonwealth Credit Union; Shelbyville (KY); On-site; USD 21,000 - 30,000; Full time

Job summary

Commonwealth Credit Union in Shelbyville, KY seeks a Financial Service Representative to deliver outstanding member experiences across channels, process complex financial transactions, manage accounts and loans with precision, and uphold compliance and security standards.

The role requires strong product knowledge, the ability to recognize member needs, and a commitment to growing branch performance while maintaining licensure for specialized services and contributing to community relations.

Qualifications

• High School or GED or better.
• 2 years of related experience.
• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities: This employer is required to notify all applicants of their rights pursuant to federal employment laws.

Responsibilities

• Maintain strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service.
• Follow service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person.
• Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge.
• Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
• Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success.
• Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations.
• SATURDAY HOURS ARE REQUIRED.

Skills

Problem Solving

Communication

Analytical

Education

High School or GED or better.

Job description

Commonwealth Credit Union in Shelbyville, KY seeks a Financial Service Representative to deliver outstanding member experiences across channels, process complex financial transactions, manage accounts and loans with precision, and uphold compliance and security standards.

The role requires strong product knowledge, the ability to recognize member needs, and a commitment to growing branch performance while maintaining licensure for specialized services and contributing to community relations.