Description
The Financial Service Representative assists credit union members and potential members with account opening, IRA and certificate-of-deposit transactions, electronic funds transfers, home banking, consumer lending, loan applications, and problem resolution. The role also handles member information, telephone and email correspondence, recordkeeping, reports, and sales activities, while maintaining confidentiality and meeting annual sales goals. Required qualifications include previous member or customer service or financial service experience, cash-handling experience, and a high school education or GED; post-secondary education and previous lending experience are desired or advantageous.
