What are the responsibilities and job description for the Personal Agent - Full Time FLEX - Dalton Location position at TENNESSEE VALLEY FEDERAL CREDIT UNION?
EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS :
- High school diploma or equivalent; additional certifications in finance or related fields are a plus.
- Proven experience in customer service or sales role, preferable within the banking or credit union industry.
- Strong interpersonal and communication skills, with the ability to explain financial concepts clearly, especially on video. Bilingual skills are preferred.
- Exceptional problem-solving skills and the ability to handle member concerns and complaints with professionalism and empathy.
- Ability to effectively interact with members and potential members in a professional manner with a demonstrated ability to achieve individual goals.
- Strong attention to detail and accuracy in handling financial transactions and maintaining member records.
- Ability to work effectively both independently and as a part of a team in a fast-paced, dynamic environment.
- Proficiency in using email and Microsoft Office tools.
- Flexibility to work weekends and / or extended hours as needed.
- Demonstrated commitment to providing outstanding customer service and building long-term relationships with members. If you are considered for an offer of employment at TVFCU, you must successfully complete a pre-employment screen that includes :
- Verification of education, employment and other pertinent data included on your employment application, and eligibility to work in United States.
- Criminal background check and drug screening.
- Pre-employment credit check required. Pre-employment screening helps TVFCU provide a safe environment for our members and employees, minimize risk, and ensure federal compliance.
JOB SUMMARY : The primary purpose of the Personal Agent I & II is to provide exceptional service to our members during each member call. This role is responsible for answering members financial questions, performing financial transfers, facilitating wire transfers, and building and maintaining strong relationships with members. The Personal Agent I & II will maintain a positive, enthusiastic and energetic mindset while providing excellent communication, a solid understanding of TVFCU products and services and a passion for helping others achieve their financial goals. This position will be based out of our upcoming Dalton location. ESSENTIAL DUTIES AND RESPONSIBILITIES :