Commonwealth Credit Union · 11 hours ago
Financial Service Representative
Lexington, Kentucky, United States
Full-time
Onsite
Mid LevelCommonwealth Credit Union is committed to bettering lives through their passion to serve, and they are seeking a Financial Service Representative to deliver extraordinary experiences to members across all communication and service channels. The role involves executing complex financial transactions, managing member accounts, and providing tailored financial solutions while upholding high standards of service excellence.
FinanceFinancial ServicesNon ProfitProfessional Services
Responsibilities
Maintaining strong product and industry knowledge, consistently achieving high scores on knowledge assessments to ensure exceptional member service
Consistently following service protocols, actively listening to member concerns, and using available credit union tools to efficiently serve members on phone calls and in person
Actively engaging with members to determine financial needs and delivering customized solutions through credit analysis and expert product knowledge
Driving sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings
Building partnerships, representing the organization in the community, and staying current on consumer credit trends to support branch and organizational success
Maintaining a thorough understanding of organizational security protocols, including physical security, confidentiality, and compliance with regulations
Qualification
Required
High level of expertise in executing complex financial transactions
Managing member accounts
Processing loan applications with precision and compliance
Maintaining strong product and industry knowledge
Achieving high scores on knowledge assessments
Following service protocols
Actively listening to member concerns
Using available credit union tools to efficiently serve members
Engaging with members to determine financial needs
Delivering customized solutions through credit analysis and expert product knowledge
Driving sales growth by participating in advanced development initiatives
Maintaining licensure for specialized services
Exceeding performance benchmarks in loans, memberships, and account openings
Building partnerships and representing the organization in the community
Staying current on consumer credit trends
Maintaining a thorough understanding of organizational security protocols
Complying with regulations
Availability to work Saturday hours
Company
Commonwealth Credit Union
Commonwealth Credit Union is a non-profit firm that offers a complete range of financial products & services along with financial literacy.
Founded in 1951
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Karen Harbin, CPA
President/CEO
Stephen Bellas
CFO
Recent News
Lane Report | Kentucky Business & Economic News
2025-08-21
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