Remote Financial Services Associate

My Community Credit Union; United States; Remote; USD 23,419 - 28,929; Full time

Job summary

My Community Credit Union is hiring a Financial Services Representative for a remote role in the United States. You will help members open, service, and close accounts, and assist with loan interviews and closings. The position emphasizes friendly, clear communication across in‑person, phone, and digital channels.

You’ll be responsible for gathering documentation, ensuring accuracy, and presenting solutions that meet members’ financial goals while supporting branch performance.

Qualifications

• Six months to two years of sales, lending, or personal banking experience preferred.
• High school diploma, GED, or equivalent.
• Confidence in sharing products and digital services to improve members' lives.
• Exceptional listening skills, ensuring conversations feel personalized and members feel valued.
• Warm, friendly, and welcoming presence.

Responsibilities

• Assist members with opening, servicing, and closing accounts.
• Conduct loan interviews and gather documentation.
• Complete loan closings for approved applications.
• Turn complex details into clear, friendly conversations.
• Provide solutions tailored to members' goals.
• Cross-sell and refer products to support branch goals.

Skills

Sales experience

Personal banking

Listening skills

Attention to detail

Communication

Welcoming presence

Education

High school diploma or equivalent

Job description

My Community Credit Union is hiring a Financial Services Representative for a remote role in the United States. You will help members open, service, and close accounts, and assist with loan interviews and closings. The position emphasizes friendly, clear communication across in‑person, phone, and digital channels.

You’ll be responsible for gathering documentation, ensuring accuracy, and presenting solutions that meet members’ financial goals while supporting branch performance.