Financial Services Representative

Description

You are one of the first people our members encounter at the branch. You will help them with whatever they are looking for or guide them to identify services and solutions they may not yet be aware of. Our Financial Services Representatives serve our members through various channels: in person, digitally or by phone.Dont have banking experience? Not to worry; we have a great training program! This is an excellent opportunity for the customer service focused professional who has experience in retail, hospitality, or financial services. We are looking to fill a temporary Financial Services Representative position with an end date of September 1, 2027. This position would work at the Macklin (2 days/week) and Denzil (3 days/week) branch locations.

How youll be spending your time Greet our members and provide them with the services they seek, Process transactions, Provide troubleshooting and guidance around the use of our technology products or any other challenges a member may have, Highlight and promote our credit union products and solutions, Engage in proactive member communication by participating in outbound calling, credit union promotions, campaigns, and other creative strategies, Identify suspicious transactions or interactions and respond appropriately.

The experience you bring Customer service experience Sales skills Experience handling cash and completing financial transactions Tech savviness and a love for technology A desire to learn in a culture that embraces ongoing learning and development Enjoyment in working with the public by engaging and providing assistance to meet our members needs.