Service Advisor

Panhandle Credit Union
Any Location, FL
Category Finance
Job Description
Role Overview

The Service Advisor serves as a welcoming point of contact for members and plays a vital role in delivering accurate and efficient transactions while providing outstanding service that reflects our commitment to our members.

What You Will Do

Receives and processes member financial transactions, including deposits, withdrawals and loan payments; transfers amounts from member accounts as directed. Posts transactions accurately to member accounts and maintains confidentiality of member information.

Why It Might Be a Fit

This role requires excellent communication skills, the ability to work in a fast-paced environment, and a commitment to providing outstanding service to members.

Requirements

  • One month to twelve months of similar or related experience
  • A high school education or GED
  • Good communication skills
  • Able to type, use computer, credit union software, and general office equipment including 10-key calculator
  • Basic to intermediate knowledge of Microsoft Windows, Word, Outlook, and Excel

Benefits

  • Dental insurance
  • Vision insurance
  • Health insurance
  • Paid time off
  • Retirement plan
  • Life insurance
]]>