7 дней назад
Member Service Representative (Full-Time) - North Clearwater
20 - 24$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Member Service Representative (Full-Time) - North Clearwater (Financial Services): Providing members with financial products, services, and guidance while handling complex banking transactions with an accent on financial wellness, loan applications, fraud prevention, and regulatory compliance. Focus on resolving complex account concerns, processing high-value transactions accurately, and supporting branch operations and junior team members.
Location: On-site in Clearwater, Florida, United States. The role may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. Availability is required Monday through Saturday based on business needs.
Salary: $20.82–$24.19 per hour
Company
provides financial products and services to its members through a nationwide credit union operation.
What you will do
- Provide members and prospective members with financial products, services, and education on available service channels.
- Counsel members on financial wellness and identify opportunities to deepen member relationships.
- Assist with consumer loan applications and resolve complex account discrepancies and member concerns.
- Identify and mitigate potential fraud or suspicious account activity while complying with financial regulations and institutional policies.
- Process complex transactions, including large cash withdrawals, loan payoffs, certificate redemptions, and vault operations.
- Support branch efficiency, quality control, outreach events, and the development of lower-level team members.
Requirements
- Advanced relationship-building, communication, research, analytical, and problem-solving skills.
- Advanced knowledge of deposit and loan products, financial services, and operational procedures.
- Ability to work independently and in a team while maintaining composure in a high-production, changing environment.
- Ability to navigate multiple systems efficiently, adapt to evolving technologies, and exercise sound judgment.
- Compliance with federal financial regulations, institutional policies, and Bank Secrecy Act procedures.
- No formal education is required.
Nice to have
- Significant experience in financial services, retail banking, or a credit union environment.
- Specialist experience in areas such as IRAs, financial health presentations, or mortgages.
Culture & Benefits
- Competitive pay and generous benefits and perks.
- Culture focused on an energized, engaged, and committed workforce.
- Employee referral program eligibility.
- Opportunity to participate in local financial outreach events and educational presentations.
Hiring process
- Applicants receive a required online assessment by email after submitting an application.
- Completing the assessment is critical for application consideration.
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