What are the responsibilities and job description for the Financial Services Representative position at OMNI Community Credit Union?
Job Overview
">As a Personal Advisor at OMNI Community Credit Union, you will be the welcoming face of our organization. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals.
">Key Responsibilities
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- Process financial transactions and provide expert product recommendations to members ">
- Resolve account inquiries and respond to member needs in a timely and professional manner ">
- Develop strong relationships with members by understanding their financial needs and providing personalized solutions ">
- Assist members with product and service applications, explaining the process and verifying necessary documentation ">
- Maintain confidentiality and safeguard member data and credit union information ">
Requirements
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- High school diploma or G.E.D. required; 1-3 years of experience in customer service or retail sales environment preferred ">
- Ability to read and interpret business documents, professional journals, and governmental regulations ">
- Strong judgment, problem-solving, and decision-making skills, with ability to use creativity and negotiation skills to resolve complex member inquiries ">
- Maintain bondability throughout employment and possess personal computer applications knowledge and skills ">
About OMNI Community Credit Union
">We are an equal opportunity employer committed to building lasting member relationships and empowering individuals to achieve their financial goals.
