Role OverviewAs a Sales & Service Representative, you are a key member of the branch team and a trusted resource for both members and colleagues. You will support a wide range of financial transactions, member service needs, and operational functions, while delivering a high-quality, personalized experience.
What You Will Do
Build relationships and serve as the first point of contact for members, open and manage consumer, business, and IRA accounts, support loan application intake, resolve account questions and escalations, recommend products aligned to member needs, support branch operations, provide notary and signature guarantee services.
Why It Might Be a Fit
Consistently delivers a positive member experience, builds trust and long-term relationships with members, meets or exceeds individual and team sales goals, maintains accuracy and compliance in all transactions, demonstrates accountability and strong teamwork, collaborates effectively and supports team success.
Requirements
- Associate degree required with 1-3 years of experience
- Obtain notary license within 1 year of acceptance of role
- Proficient in the Microsoft Office Suite programs
- Proficient with standard office equipment
Benefits
- Retirement benefits – pension plan, 401(k) with employer match
- Excellent health benefits – medical, dental, vision, and supplemental coverage
- Flexible Paid Time Off (PTO), Volunteer Time Off (VTO), and Wellness Time Off (WTO)
- 10+ paid holidays per year
- Lifestyle Spending Account (LSA) stipend for wellness, caregiving, or personal expenses
- Employee recognition program
]]>