Member-Centered Financial Services Specialist

Heritage Financial Credit Union; Pine Bush (NY); On-site; USD 31,684 - 35,817; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Generous PTO policy

Job summary

A leading financial institution is seeking a Financial Services Representative to provide exceptional customer service and sales support. This full-time role involves answering member inquiries, processing transactions, and demonstrating knowledge of financial products. Ideal candidates will have strong customer service and sales skills. The position offers a competitive pay range of $23.00 to $26.00 per hour and a supportive workplace culture where teamwork and community are emphasized.

Qualifications

• Previous call center experience preferred.
• Extensive customer service and sales experience, preferably in the financial industry.
• Demonstrate a commitment to compliance with regulatory requirements.

Responsibilities

• Answer all incoming member calls and assist with their needs.
• Handle customer inquiries and provide technical support.
• Organize priorities and achieve monthly goals.

Skills

Customer service experience

Sales skills

Active listening

Problem-solving

Technical support skills

Education

Notary License, required within 12 months

Job description

A leading financial institution is seeking a Financial Services Representative to provide exceptional customer service and sales support. This full-time role involves answering member inquiries, processing transactions, and demonstrating knowledge of financial products. Ideal candidates will have strong customer service and sales skills. The position offers a competitive pay range of $23.00 to $26.00 per hour and a supportive workplace culture where teamwork and community are emphasized.