Member Experience Financial Advisor

Commonwealth Credit Union; Shelbyville (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

Commonwealth Credit Union in Kentucky seeks a Financial Service Representative to deliver extraordinary member experiences across channels, handling complex transactions, managing member accounts, and processing loan applications with precision and compliance.

This role emphasizes tailoring financial solutions with deep product knowledge, meeting quality benchmarks, and upholding security and regulatory standards; Saturday hours are required.

Qualifications

• High School diploma or GED required.
• At least 2 years of related experience.

Responsibilities

• Maintain strong product and industry knowledge to ensure exceptional member service.
• Follow service protocols and assist members on calls and in person.
• Deliver customized financial solutions through credit analysis and product knowledge.
• Drive sales growth by participating in development initiatives and maintaining licensure.
• Represent the organization in the community and stay current on consumer credit trends.
• Maintain understanding of security, confidentiality, and regulatory compliance.
• Saturday hours are required.

Skills

Problem Solving

Communication

Analytical

Education

High School or GED or better.

Job description

Commonwealth Credit Union in Kentucky seeks a Financial Service Representative to deliver extraordinary member experiences across channels, handling complex transactions, managing member accounts, and processing loan applications with precision and compliance.

This role emphasizes tailoring financial solutions with deep product knowledge, meeting quality benchmarks, and upholding security and regulatory standards; Saturday hours are required.