What are the responsibilities and job description for the Financial Services Representative position at Hoosier Hills Credit Union?
Job Summary
We are seeking a highly motivated and customer-focused Financial Services Representative to join our team. In this role, you will be responsible for delivering exceptional member service, handling transactions, and providing personalized advice to help members achieve their financial goals.
Key Responsibilities:
- Conduct transactions with precision and efficiency, including teller functions and loan processing.
- Provide insightful budget counseling and financial advice tailored to individual member needs.
- Foster positive interactions with friendly and informative communication to understand and meet member needs.
- Ensure compliance with daily operations and regulatory requirements.
Requirements
- A high school diploma or equivalent is required. Relevant experience in a retail or customer service role in the financial industry is preferred.
- You should have a strong grasp of retail and Credit Union products and services, with a proven track record in sales and service excellence.
- Loan training and an understanding of lending principles are preferred.
- You must possess outstanding verbal and written communication skills that make every interaction impactful.
- A professional demeanor and a can-do attitude are essential.
- You should be able to analyze data and make informed decisions in various situations.
