What are the responsibilities and job description for the Financial Services Representative position at Beacon Credit Union?
Company Overview
Beacon Credit Union is dedicated to its members' financial success. Our mission statement, "Dedicated to Our Member's Financial Success", guides our actions and decisions every day.
We strive to deliver outstanding service to both internal and external members by identifying their financial needs and recommending appropriate credit union solutions.
Key Responsibilities
Benefits
Requirements and Qualifications
Beacon Credit Union is dedicated to its members' financial success. Our mission statement, "Dedicated to Our Member's Financial Success", guides our actions and decisions every day.
We strive to deliver outstanding service to both internal and external members by identifying their financial needs and recommending appropriate credit union solutions.
Key Responsibilities
- Process transactions efficiently
- Be an effective information source for members/customers in the lobby, drive-thru window, or by telephone
- Assist with member requirements while ensuring a positive experience and minimizing wait time
- Meet and exceed monthly sales and service goals
Benefits
- Positive and supportive team culture
- Competitive salary and benefits package and incentives
- Generous PTO and 11 paid holidays
- Ability to earn additional PTO through volunteer opportunities
- Employee discounts on loans and banking products
- 401(k) employer match and profit-sharing potential
- 100% bank-paid long-term disability, short-term disability, and life insurance
Requirements and Qualifications
- Cash handling experience preferred
- Sales experience preferred
- Customer service experience preferred
- High school diploma or GED
- Valid driver's license and ability to travel to assigned Beacon Credit Union branch
