Financial Service Representative

Job Overview

We are seeking a dedicated and detail-oriented Financial Service Representative to join our dynamic team. In this role, you will serve as a vital point of contact for members, providing comprehensive financial services and solutions. Your expertise in credit union or banking operations, customer relationship management, and financial sales will ensure clients receive exceptional service while supporting the credit union's growth and compliance standards. This position offers an excellent opportunity for individuals passionate about finance, customer service, and relationship management to develop their careers within a professional environment.

Responsibilities

• Assist customers with a variety of banking transactions including deposits, withdrawals, and cash handling with accuracy and efficiency.
• Manage customer relationships by providing personalized financial advice and offering appropriate banking products and services.
• Detect and prevent fraud through vigilant monitoring of transactions and adherence to security protocols.
• Maintain detailed records of transactions using financial software and perform basic math calculations such as debits & credits, and cash management.
• Support customers in account management activities including account openings, closures, and updates.
• Conduct cash handling duties with precision using 10 key typing skills to ensure accuracy in daily operations.
• Educate customers on banking products such as savings accounts, loans, credit cards, and other financial services.
• Collaborate with team members to meet company goals related to customer satisfaction.

Requirements

• Proven experience or familiarity with financial sales, customer service, or banking operations preferred.
• Strong knowledge of financial software applications and basic math skills including retail math, debits & credits, and cash handling procedures.
• Excellent customer relationship management skills with an emphasis on relationship building.
• Ability to detect fraud prevention signals and adhere to security policies.
• Demonstrated ability to perform cashiering duties accurately using 10 key typing skills.
• Outstanding communication skills with the ability to explain complex financial concepts clearly.
• High school diploma or equivalent required; further education in finance or related field is advantageous.
• Must possess strong attention to detail, organizational skills, and the ability to handle multiple tasks efficiently. This role is ideal for motivated individuals seeking growth within the financial services industry while delivering exceptional customer experiences.

Job Type: Full-time

Pay: From $22.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid sick time
• Paid time off
• Prescription drug insurance
• Vision insurance

Work Location: In person