Description
The Financial Service Representative I provides prompt, professional, and accurate service to Credit Union members and potential members by interviewing them, identifying financial needs, offering and referring products and services, preparing account and loan documentation, closing loans, resolving complaints, and maintaining compliance with AML/BSA policies. The role requires a high school diploma or equivalent, banking or finance experience, communication and organizational skills, financial calculation ability, and basic computer skills. It is a full-time, 40-hour-per-week position with Monday-Friday and Saturday hours, and may require weekends, extended hours, and offsite events.
