Leading Edge Credit Union ยท 10 hours ago
Account Services Representative
Leading Edge Credit Union provides a diverse range of financial services to its members in southwestern Minnesota. The Account Services Representative will assist members with account inquiries, process financial transactions, open and close accounts, and provide guidance on financial products and services.
BankingFinancial ServicesService Industry
Responsibilities
Assist members with account inquiries
Process financial transactions
Open and close accounts
Provide guidance on financial products and services
Ensure excellent customer service
Promote credit union offerings
Support members with account management and employee benefits solutions
Qualification
Required
Strong Interpersonal and Communication skills to build effective relationships and provide clear information
Proficiency in Customer Service and Account Management to address member inquiries and manage financial solutions
Knowledge of Employee Benefits to effectively support and guide members on various benefits and financial opportunities
Organizational and problem-solving skills, along with attention to detail
Ability to work collaboratively in a team and maintain professionalism in an on-site work environment
High school diploma or equivalent; additional education in finance or related fields is an advantage
Preferred
Previous experience in a financial institution or similar role is a plus