Universal 1 Credit Union (U1) is a not-for-profit financial institution that exists to create personal, community and financial wellbeing. Our way of life is centered on being Trustworthy, Friendly, and Reliable and our go-to phrase is "Beyond What You Expected". At U1, Lead Service Representatives are responsible for assisting the Manager in directing and administering the operational efforts of the service center, training, directing service center staff, delivering excellent member service, ensuring our members know they are valued. This is done by taking the time to listen to our members, getting to know their financial needs, building trust through transaction accuracy and knowledge, and by making appropriate recommendations of products and services that will help them. SKILLS AND QUALIFICATIONS Education/Certification: High school diploma or equivalent Experience Required: Customer service experience 2 years financial institution experience Knowledge/Skills/Abilities : Excellent communication and public relations skills Role model for other member service representatives Professional appearance, dress, and attitude Ability to operate related computer applications and business equipment Ability to be groomed into management Solid math and cash handling abilities. WORK ENVIRONMENT/PHYSICAL ACTIVITIES Work Environment: The work environment described here are representative of those an employee encounters while performing the essential functions of this job. The noise level is usually moderate and typical of those in a typical office. Physical and Intellectual Demands: The employee will be standing for long periods of time, bending, twisting, and lifting up to 25 pounds on a regular basis. Ability to hear normal conversations, type, pick up small objects, and convey detailed instructions accurately. Average, ordinary, visual acuity necessary to prepare or inspect documents.