Member Service Pro: Banking & Loans Expert

Charter Oak Federal Credit Union; Connecticut; On-site; USD 24,796 - 61,496; Full time

Job summary

Charter Oak Federal Credit Union is looking for a Member Service Representative in Dayville, CT. The role focuses on building member relationships by providing outstanding service and effectively selling all deposit and loan services using APEX tools.

Responsibilities include greeting members, determining their needs, and assisting with accounts and loans. Candidates should have prior banking experience and excellent communication skills. Join a team that values service and professionalism.

Salary range is $18.00 to $44.64 hourly.

Qualifications

• Prior experience in traditional or electronic banking services is required.
• Successful candidates must possess excellent communication and interpersonal skills.
• Previous sales experience and the ability to work in a team environment are essential.

Responsibilities

• Receive and greet members, determining their needs.
• Communicate with members to determine their deposit and loan needs.
• Cross-sell credit union services effectively.
• Assist members in researching and reconciling their accounts.
• Perform Loan Originator duties under Regulation Z.

Skills

Excellent communication skills

Interpersonal skills

Sales experience

Teamwork ability

Knowledge of banking services

Tools

APEX tools

Job description

Charter Oak Federal Credit Union is looking for a Member Service Representative in Dayville, CT. The role focuses on building member relationships by providing outstanding service and effectively selling all deposit and loan services using APEX tools.

Responsibilities include greeting members, determining their needs, and assisting with accounts and loans. Candidates should have prior banking experience and excellent communication skills. Join a team that values service and professionalism.

Salary range is $18.00 to $44.64 hourly.