Member-First Financial Service Rep - Banking Solutions

Canyon View Credit Union; Mission, Northern (KS, KY); Hybrid; USD 25,000 - 30,000; Full time

Benefits offered by this job

Affordable health insurance with HSA

401(k) with 14.47% contribution

18 PTO days

12 paid holidays

Opportunity for advancement

Ongoing paid training opportunities

Discounts on Credit Card interest

Discounts on Mortgage Loan fees

Plus other employee banking perks

Job summary

Canyon View Credit Union in Mission, KS seeks a Financial Service Representative (Banker/Teller) to deliver exceptional member service, process transactions, educate on loans, and resolve problems while promoting CU products and solutions.

You will build relationships, cross-sell services, handle deposits and withdrawals, answer inquiries on rates and fees, assist with onboarding, and support regulatory compliance while upholding our mission of elevating members’ financial experience.

Qualifications

• Previous cash handling, customer service and/or sales experience.
• 6+ months experience in building customer relationships and offering sales and solutions to benefit the customer.
• Must be self driven with effective communication skills.
• Proficient with standard office equipment and software.

Responsibilities

• Build relationships with our members through excellent service to meet their financial needs.
• Process deposits, withdrawals, payments, wires, and other transactions accurately.
• Cross-sell products and services.
• Make outbound calls for onboarding and relationship building.
• Develop and maintain member relationships and ensure high level of service.
• Meet sales and service goals and participate in the Step-Up Program.
• Greet members and use their name with a professional attitude.
• Be highly knowledgeable of Credit Union products and services.
• Follow regulations and privacy policies.

Skills

Customer service

Sales

Cross-selling

Communication

Relationship building

Cash handling

Problem solving

Education

High School diploma or GED

Tools

Microsoft Word

Microsoft Excel

Outlook

Job description

Canyon View Credit Union in Mission, KS seeks a Financial Service Representative (Banker/Teller) to deliver exceptional member service, process transactions, educate on loans, and resolve problems while promoting CU products and solutions.

You will build relationships, cross-sell services, handle deposits and withdrawals, answer inquiries on rates and fees, assist with onboarding, and support regulatory compliance while upholding our mission of elevating members’ financial experience.