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Universal Financial Representative

Westerly Community Credit Union
Wakefield, RI Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 2/13/2025

Company Description

Founded in 1948, Westerly Community Credit Union (WCCU) is a $400 million financial institution with a focus on helping members achieve financial success. With over 22,000 members and 5 branches in Rhode Island, WCCU offers a full line of deposit and lending products, along with high-tech online services. Community involvement is a key focus, with support for local schools, charities, and financial literacy programs.


Role Description

This is a full-time on-site role as a Universal Financial Representative at Westerly Community Credit Union in Wakefield, RI. Responsibilities include providing financial services to members, assisting with account transactions, promoting credit union products, and delivering excellent customer service.


Requirements:


EDUCATION/CERTIFICATION:

High school graduate or equivalent       


REQUIRED KNOWLEDGE:

Thorough knowledge of member services and products provided     


EXPERIENCE REQUIRED: 

One to three years of experience as a Financial Services Representative or equivalent


SKILLS/ABILITIES:

Excellent communication and public relations skills

Professional appearance, dress, and attitude      

Ability to operate department-related computer applications and equipment

Solid math and basic accounting skills

Positive, can-do attitude

Caring & community-oriented

Strong Service & Sales skills – showing a desire for our Members to succeed


For a full job description, please visit https://www.westerlyccu.com/Why-WCCU/Find-Connect/Careers


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