Job Summary
The Financial Services Representative plays a vital role in providing a wide range of member services, both through face-to-face interactions and digital channels. This position entails processing loans and managing accounts while working to enhance member relationships through tailored support and achieving designated sales targets.
Responsibilities
- Provide a full spectrum of member services in-person and through digital platforms.
- Manage loan processing and account-related tasks efficiently.
- Strengthen member relationships by offering personalized assistance.
- Meet specific sales goals set for the position.
Qualifications
- Minimum of two years of experience in customer service, ideally in a financial services setting.
- High school diploma or equivalent certification.
- Excellent interpersonal communication skills.
- Proficient in Microsoft Office applications.
- Capability to maintain a valid NMLS registration.
BrightBridge Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
