Member Services & Financial Wellness Advisor

R I A Federal Credit Union; Pleasant Valley Township (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

R I A Federal Credit Union is seeking a Contact Center Representative to provide top-notch member service, handle banking transactions, and support members with deposits, loans, and account inquiries. The role emphasizes accuracy, confidentiality, and a helpful, professional demeanor.

Candidates should have a High School diploma (GED acceptable) and prior customer service or banking experience is preferred. Normal full-time hours apply, with potential local travel minimal.

Qualifications

• High School graduate or GED required.
• Two years of secondary education in related field or equivalent work experience preferred.
• Experience in customer service, banking, and electronics preferred.

Responsibilities

• Perform banking transactions including loan payments, transfers, changes to accounts, deposits and statements.
• Assist in routine member service functions and respond to member inquiries with a courteous, professional manner.
• Maintain confidentiality and security of member information and credit union assets.

Skills

Strong written and verbal/oral English

Attention to detail

Multi-tasking

Exceptional customer service

Relationship-building

Ability to follow and give written/or;

Education

High school diploma or GED

Two years of college or related field experience

Job description

R I A Federal Credit Union is seeking a Contact Center Representative to provide top-notch member service, handle banking transactions, and support members with deposits, loans, and account inquiries. The role emphasizes accuracy, confidentiality, and a helpful, professional demeanor.

Candidates should have a High School diploma (GED acceptable) and prior customer service or banking experience is preferred. Normal full-time hours apply, with potential local travel minimal.