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Financial Services Sales Agent
North Palm Beach, FL

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DORT FINANCIAL CU

Member Service Representative

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Job Description

Member Service Representative

DORT FINANCIAL CU

North Palm Beach, FL Job Details Full-time $24 an hour 23 hours ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Opportunities for advancement Life insurance Referral program Qualifications Customer communication High school diploma or GED Full Job Description About Dort Financial Credit Union At Dort Financial Credit Union, we're committed to enriching the lives of our members, employees, and the communities we serve. We're passionate about leading our industry through exceptional service, an empowered and diverse team, and meaningful community involvement. Our culture is rooted in our core values: Empowerment, Accountability, Transparency, Collaboration, and Volunteerism . We offer a welcoming, growth-focused environment with opportunities for advancement and ongoing professional development. Why You'll Love Working With Us We offer a comprehensive benefits package most starting on your first day , including: Medical, dental, and vision insurance Life/AD&D and disability coverage Supplemental life insurance (employee/spouse/dependent) HSA and FSA options Tuition reimbursement (full-time) LegalShield, pet benefits, Employee Assistance Program, and Telemedicine 401(k) with employer match and safe harbor Referral bonus program Paid time off and paid holidays Your Role As a vital member of our team, you'll provide a wide range of Credit Union services, beginning with building and strengthening member relationships by matching their needs with our products and services.

Your role will also involve:

Interviewing and counseling loan applicants and enrolling new members Reviewing and suggesting improvements for current and prospective loans by effectively reviewing loan applications and credit reports Assist with loan, cash, and teller services Offer credit score coaching to save our members money Fundamental financial counseling to boost our members money management knowledge

What We're Looking For Education:

High School Diploma or GED required; Bachelor's degree is a plus.

Experience:

At least one year of customer-facing experience in credit unions or financial institutions.

Skills:

You should be bondable and proficient with Microsoft Office or similar software, with a positive attitude and excellent communication skills. Ready to Join Us? If you're excited about helping others, growing your skills, and being part of a mission-driven organization, we'd love to hear from you. Apply today!

•Sponsorship for work authorization is not available for this position. Candidates are responsible for ensuring they have the legal authorization to work in the location where they apply.

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Benefits

  • Paid Time Off (PTO)
  • Financial Aid/Assistance
  • Professional Development
  • 401(k) Plans