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POSITION SUMMARY
Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business.
Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries. Promote EFCU products and services by proactively engaging in conversation with individuals, organizations, and businesses by following our ‘Service to Sales’ process, helping members achieve their everyday banking needs.
RESPONSIBILITIES AND DUTIES
QUALIFICATIONS
Education:
Minimum high school diploma or equivalent
Experience:
Skills and Abilities:
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Part-time – 24 hours/week
Part Time
$34k-42k (estimate)
05/07/2024
05/20/2024
everence.com
KALONA, IA
200 - 500
1945
JUDY MARTIN GODSHALK
$5M - $10M
Investment Management
Founded in 1945, Everence is a Christian-based, member-owned organization that helps individuals, organizations and congregations integrate finances with faith through a national team of advisors and representatives. Everence currently has over offices located all across the country. Our services include: Annuities Asset management Banking Charitable giving Community benefits Financial planning Insurance Investments Medicare supplement insurance Retirement planning Stewardship education Trust services Specialties Financial Advisors, Credit Union, Insurance, Retirement, Charitable G ...
iving, Stewardship
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