Copy 1 of Financial Service Representative

Position Title: Financial Service Representative

Department: Member Services

Reports To: Financial Service Manager

Employment Status: Full-Time

Job Description:

As a Financial Service Representative, you will serve as the primary point of contact for our clients, providing them with comprehensive financial solutions and outstanding support. Your role will involve assisting customers with inquiries, educating them on our products, and helping them make informed financial decisions. You will play a crucial role in enhancing customer satisfaction and driving business growth.

Key Responsibilities:

- Member Service Engagement: Build and maintain strong relationships with the members by understanding their financial needs and providing personalized service.

- Product Knowledge: Demonstrate thorough knowledge of financial products and services, including accounts, loans, investments, and insurance.

- Account Management: Assist clients with account opening, maintenance, transaction processing, and resolving any account-related issues.

- Financial Guidance: Educate clients on various financial products and services, including benefits, risks, and eligibility requirements.

- Sales Support: Identify opportunities to recommend additional products and services that align with client needs and contribute to sales targets.

- Compliance: Ensure all transactions and processes comply with regulatory standards and company policies.

- Reporting: Maintain accurate records of client interactions, transactions, and inquiries in our CRM system.

- Team Collaboration: Work closely with colleagues and management to enhance service delivery and optimize client satisfaction.

Qualifications:

- Experience: Previous experience in a customer service or financial role is highly desirable.

- Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.

- Problem-Solving: Strong analytical and problem-solving skills, with a customer-focused mindset.

- Technical Proficiency: Proficient in Microsoft Office Suite and financial software applications; experience with CRM systems is a plus.

- Regulatory Awareness: Basic understanding of financial industry regulations and compliance standards.- Interpersonal Skills: Ability to work effectively in a team environment while also being self-motivated and proactive.

WorkingConditions

-Primarily office-based with occasional participation in community events andtraining programs.

-Flexible schedule may include evenings or weekends to meet branch needs.

-Physical requirements include standing, sitting, and occasional lifting of upto 20 pounds.

Benefits:

-Competitive salary based on qualifications and experience.

-Comprehensive benefits package, including health insurance, retirement plans,and paid leave.

-Opportunities for professional growth through training and developmentprograms.

EqualOpportunity Employer

FloridaA & M University Federal Credit Union is committed to building a diverseand inclusive workplace. We encourage applications from individuals of allbackgrounds and are proud to be an equal opportunity employer.