Financial Services Representative - Member Info Center jobs in United States
cer-icon
Apply on Employer Site
company-logo

Fort Worth Community Credit Union ยท 4 hours ago

Financial Services Representative - Member Info Center

Fort Worth Community Credit Union is committed to providing excellent member service through knowledgeable and helpful employees. The Financial Services Representative position involves performing member services and support via telephone, including opening accounts, establishing IRAs, and assisting with various member inquiries.

BankingFinancial ServicesNon Profit

Responsibilities

Opening accounts
Establishing IRAs
Issuing debit cards
Handling member inquiries
Wires and transfers
Assisting with home banking and bill pay issues
Cross-selling the credit union's products and services

Qualification

Financial institution experienceCustomer service skillsXP2Meridian LinkIT skillsBilingual (English/Spanish)Time managementOrganizational skillsAttention to detail

Required

Candidate must have a minimum of 1 year recent financial institution experience
Must be able to sit at a workstation and be comfortable talking on the telephone for extended periods of time
Outstanding customer service skills are essential for this position, including the ability to communicate effectively with tact and professionalism
Additional requirements include knowledge of basic office functions: IT skills (maneuvering around Windows, browser-based applications, email), strong time management, organizational skills, and attention to detail

Preferred

Previous credit union experience with XP2 and/or Meridian Link is desirable
Bilingual skills (English/Spanish) preferred

Benefits

Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)
Full benefits package including medical, dental and vision coverage; paid vacation, sick time and holidays; 401(k) Program, EAP and business casual dress.

Company

Fort Worth Community Credit Union

twittertwittertwitter
company-logo
Fort Worth Community Credit Union is a non-profit organization that provides financial services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase