Full-Time Member Service Role - Focus on Financial Services

Join a dynamic team as a full-time Member Service Representative II. Utilitize your skills in providing outstanding customer service, promoting products, and handling financial transactions with precision and care.

In this role, you will be responsible for managing member inquiries, cross-selling various services, and performing essential back-office functions. Your two years of financial service experience will enable you to exceed expectations and support the cooperative's growth in a fulfilling environment.

Key Responsibilities :

• Address member inquiries and service requests promptly
• Promote financial services, including investments and insurance
• Process and document transactions accurately
• Conduct credit ratings and manage financial instruments
• Reconcile and balance accounts daily

Requirements :

• 2+ years in a related financial services role
• Understanding of credit union policies and regulations
• Completion of relevant courses in accounting and finance
• Proficient communication and technical abilities
• Knowledge of investment products and customer service best practices

Enhance your career in a role that values your contributions and offers opportunities for growth within a supportive environment.

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