Member-Cocused Financial Services Specialist

The District Credit Union; Aurora (CO); On-site; USD 29,000 - 30,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with employer match after 6个月

Supplemental insurance options

Job summary

The District Credit Union in Aurora, CO is seeking a friendly Financial Services Representative (FSR) to welcome members and provide a personalized banking experience. You’ll help with accounts, services, and referrals to meet members’ financial goals.

No banking expertise is required to start; we’ll help you grow your financial-services skills. This on-site role offers full-time hours and a benefits package, with equal opportunity employment.

Qualifications

• High school diploma or GED required.
• Up to 6 months of related experience is helpful.
• Friendly, approachable, and genuinely interested in helping people.
• Strong communication, listening, and problem-solving skills.
• Comfortable discussing members' financial needs.
• Ability to learn financial products, systems, and procedures.
• Strong attention to detail and confidentiality.

Responsibilities

• Welcome members and provide a friendly, personalized experience.
• Open and service accounts and assist members with questions.
• Learn members' needs and recommend products and services.
• Assist with loans, credit cards, and other financial services.
• Identify opportunities to deepen member relationships.
• Resolve member concerns and coordinate with other departments.
• Maintain accurate account information and documentation.
• Protect confidential member information and follow policies.
• Contribute to branch service and sales goals.

Skills

Customer service

Communication

Active listening

Problem solving

Relationship building

Learning orientation

Education

High school diploma or GED

Job description

The District Credit Union in Aurora, CO is seeking a friendly Financial Services Representative (FSR) to welcome members and provide a personalized banking experience. You’ll help with accounts, services, and referrals to meet members’ financial goals.

No banking expertise is required to start; we’ll help you grow your financial-services skills. This on-site role offers full-time hours and a benefits package, with equal opportunity employment.