Financial Service Representative jobs in United States
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Commonwealth Credit Union · 1 day ago

Financial Service Representative

Commonwealth Credit Union is committed to being an Employer of Choice and fostering an inclusive environment. They are seeking a Financial Service Representative to deliver exceptional service to members, manage financial transactions, and provide tailored financial solutions.

FinanceFinancial ServicesNon ProfitProfessional Services

Responsibilities

Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service
Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person
Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge
Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings
Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success
Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations

Qualification

Financial transactions expertiseProduct knowledgeCustomer service excellenceSales growth strategiesCredit analysisCommunity engagementCompliance knowledgeActive listening

Required

High level of expertise in executing complex financial transactions
Managing member accounts
Processing loan applications with precision and compliance
Leveraging advanced product knowledge to provide tailored financial solutions
Consistently exceeding quality assurance benchmarks
Upholding the highest standards of service excellence
Maintaining strong product and industry knowledge
Achieving high scores on knowledge assessments
Following service protocols
Actively listening to member concerns
Using available credit union tools to efficiently serve members
Engaging with members to determine financial needs
Delivering customized solutions through credit analysis and expert product knowledge
Driving sales growth by participating in advanced development initiatives
Maintaining licensure for specialized services
Exceeding performance benchmarks in loans, memberships, and account openings
Building partnerships and representing the organization in the community
Staying current on consumer credit trends
Maintaining a thorough understanding of organizational security protocols
Compliance with regulations

Company

Commonwealth Credit Union

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Commonwealth Credit Union is a non-profit firm that offers a complete range of financial products & services along with financial literacy.

Funding

Current Stage
Growth Stage

Leadership Team

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Karen Harbin, CPA
President/CEO
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Stephen Bellas
CFO
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Company data provided by crunchbase