Role OverviewThe Service Representative 1 or 2 provides exceptional member service by accurately processing financial transactions and assisting members in meeting their financial needs. This role focuses on building foundational knowledge of credit union products, services, and operations while consistently delivering a great member experience.
What You Will Do
Accurately process financial transactions, engage members in meaningful conversations to uncover financial needs, and recommend suitable products and services. Provide education and guidance to members regarding credit union products, online banking, and digital solutions.
Why It Might Be a Fit
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- High school diploma or equivalent (GED)
- Six months or more of customer service and cash-handling experience
- Basic understanding of financial transactions and customer engagement
Benefits
- Numerica Credit Union Benefits and Perks (link to PDF)
- Equal Opportunity/Affirmative Action Employer
- Equal employment opportunities to all employees and applicants for employment
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