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CC
CommunityAmerica Credit Union
Member Service Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Kansas data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$70,293 / year median in Kansas
-8% projected decline
Job Description
Job Summary The Member Service Representative provides prompt and professional financial support and service to new and existing Credit Union members through phone calls and written communication, focusing on a positive member experience that builds and enhances member relationships to foster financial peace of mind.
Open Shifts:
Monday-Friday from 8am-5pm, and rotating weekend shifts Monday- Friday from 8:30am-5:30pm, and rotating weekend shifts Monday-Friday from 9am-6pm, and rotating weekend shifts Monday-Friday from 10am-7pm, and rotating weekend shifts Monday-Friday from 12pm-9pm, and rotating weekend shifts Duties and Responsibilities- Determine member needs and educate them on appropriate beneficial products and services.
- Follow verification procedures to protect member data, accounts, and personal information to ensure accuracy and security.
- Provide quality service that exceeds members expectations by utilizing available resources to determine quick resolution and implementing creative problem-solving expertise.
Education and Experience Requirements:
- High school diploma or equivalent.
- One (1) year of experience in a financial institution or customer service position.