Member Experience & Financial Services Pro

Erie Federal Credit Union; Erie (Erie County); On-site; USD 32,000 - 42,000; Full time

Job summary

Erie Federal Credit Union in Erie, PA, is seeking a Financial Services Representative who delivers excellent member service and clear communication. You will work as part of a team and develop a broad knowledge of the credit union's products and services.

In this role you will handle routine teller transactions, open accounts, respond to member inquiries, cross-sell products, and support branch operations. A high school diploma and at least six months in a sales/service role are preferred;

Qualifications

• Completion of high school education.
• Six months experience in a sales/service role within the financial services industry, teller or other types of retail businesses.
• Requires strong sales skills or the willingness to learn sales skills to meet monthly sales goals.
• Positive attitude, charismatic personality and proven leadership skills.
• Ability to display adaptability and flexibility in a rapidly changing retail branch environment.
• Intermediate mathematical skills (decimals, percentages, fractions).
• PC proficiency and knowledge of Microsoft Office.

Responsibilities

• Greet and welcome members and visitors professionally; provide prompt, efficient, and accurate service in transactions.
• Perform routine teller transactions (deposits, withdrawals, loan payments, transfers, check cashing).
• Respond to and resolve member requests and complaints; coordinate with other departments as needed.
• Open accounts and cross-sell credit union products and services.
• Process transfers, address changes, statements, and other member requests.
• Assist with direct deposit, payroll deduction, and electronic transactions; process IRA/CD orders.

Skills

Sales skills

Excellent verbal skills

Customer service

Adaptability

Education

High school diploma

Tools

Microsoft Office

Job description

Erie Federal Credit Union in Erie, PA, is seeking a Financial Services Representative who delivers excellent member service and clear communication. You will work as part of a team and develop a broad knowledge of the credit union's products and services.

In this role you will handle routine teller transactions, open accounts, respond to member inquiries, cross-sell products, and support branch operations. A high school diploma and at least six months in a sales/service role are preferred;