Account Services Representative jobs in United States
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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

Customer ServiceAccount ManagementEmployee BenefitsInterpersonal SkillsOrganizational SkillsProblem-Solving SkillsTeam CollaborationAttention to Detail

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

Company

Leading Edge Credit Union

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Leading Edge Credit Union offers a wide variety of financial services.

Funding

Current Stage
Early Stage

Leadership Team

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Chad Merrihew
President and CEO
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Donna Tims, PHR
Chief Human Resource Officer
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Company data provided by crunchbase