Member Services & Financial Solutions Rep

Kids for the Future; South Kingstown (RI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Sign-on bonus

Vacation & PTO

Tuition reimbursement

Medical, dental & vision benefits

FSAs

401(k) with 6% match

Life and disability insurance

Job summary

Westerly Community Credit Union in Wakefield, RI seeks a Financial Service Representative/Member Service Representative to provide courteous, professional service and handle member transactions, loans, IRAs, CDs and more. You will protect confidential information and resolve inquiries while maintaining the Credit Union’s high service standards.

Responsibilities include guiding members, performing daily balancing, and cross-selling products.

Qualifications

• High school graduate or equivalent.
• Thorough knowledge of member services and products provided.
• One to three years of experience as a Financial Services Representative or equivalent.

Responsibilities

• Assumes responsibility for the effective and professional performance of Financial Service Representative and Member Service Representative.
• Represents the Credit Union in a courteous and professional manner.
• Provides member transactions and services, including opening/closing accounts, loan processing, IRA maintenance, CDs, safe deposit boxes, etc.
• Maintains confidentiality and follows balancing procedures at shift end.
• Identifies member needs and offers appropriate solutions using available tools.
• Communicates with members by phone, email or messaging systems and responds promptly to inquiries.
• Cross-sells Credit Union products and services and generates leads for Retail staff.

Skills

Excellent communication

Public relations

Professional appearance

Computer applications

Math skills

Basic accounting

Caring & community-oriented

Sales skills

Education

High school diploma

Job description

Westerly Community Credit Union in Wakefield, RI seeks a Financial Service Representative/Member Service Representative to provide courteous, professional service and handle member transactions, loans, IRAs, CDs and more. You will protect confidential information and resolve inquiries while maintaining the Credit Union’s high service standards.

Responsibilities include guiding members, performing daily balancing, and cross-selling products.