Financial Services Representative jobs in United States
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Conexus Credit Union · 1 day ago

Financial Services Representative

Conexus Credit Union is dedicated to supporting its members with their financial needs and empowering them toward their goals. The Financial Services Representative will serve as the first point of contact for members, providing everyday banking services and building relationships to meet their needs.

Financial Services
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Comp. & Benefits

Responsibilities

Assisting members with day-to-day banking services such as bill payments, deposits, withdrawals and much more
Proactively identifying and responding to members’ needs to empower members to achieve what matters to them
Learning additional aspects of branch actions from opening accounts and wire transfers, to completing simple credit card applications – to help fill in any gaps on a day to day basis
Uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships
Adhering to policies and procedures to ensure compliance within the industry

Qualification

Customer serviceCash handlingHigh School DiplomaDetail orientedTeam playerEffective communication

Required

High School Diploma
Experience in providing customer service
Experience in cash handling

Benefits

Preferred rates for all your banking needs helping to make life more affordable
Generous vacation benefits with up to 10 additional paid days off giving you time to spend on what’s most important to you
Competitive benefit package options covering off all aspects of personal wellness
7% pension matching after 1 year of employment to support you towards retirement

Company

Conexus Credit Union

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Conexus Credit Union is a Financial service.

Funding

Current Stage
Late Stage
Company data provided by crunchbase