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NextStep FCU

Member Service Representative

Entry-Level JobVerifiedNo experience needed

Career Insights for Financial Services Representative

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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.

$75,171 / year median in New York

-5% projected decline

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Job Description

Tired of high-pressure sales goals & quotas that make it difficult to deliver the high-quality service you strive to provide your clients? Lower your stress and get ready to do your best work at NextStep Federal Credit Union. We're looking for a customer service focused problem solver to help us work toward our goals of improving the lives of the members who belong to our financial cooperative. No pushy sales, just a mandate to provide quality service, solve problems, and offer honest, helpful advice. Come help us make a difference!
Immediate Responsibilities include:
Answering inbound calls, providing information to and/or performing transactions for our members Assisting in person members with transactions and questions Processing mail-in transactions Daily balancing of cash drawer and checks received Working together as a team to complete opening/closing procedures and daily branch tasks Eventual Responsibilities include: Performing account research for members, including debit and credit card transactions/declines Assisting members with accessing and/or using our electronic services Opening new accounts, and educating members on our products and services to ensure they are able to select the best option based on their needs Coordinating with the Branch Manager and Back Office staff to solve more complex member issues Discussing and educating members on our loan offerings, with the possibility of additional training to assist loan officers in taking new member loan applications Actively listening to help improve our member's experience and relationship, offering relevant products to help alleviate financial friction in their lives
Educational Opportunities:
Certified Credit Union Financial Counselor training available Other CUNA Certification training available if interested No prior financial experience required, but a solid track record of delivering high quality customer service is a must. Advancement opportunities available to individuals who show a desire to learn & grow. Prior experience with Loans and Financial Products is a plus.
Job Type:
Full-time Pay:
$22.50 per hour
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance
Shift:
Day shift
Work Location:
In person