Financial Services Representative

In this exciting, fast-paced position, you will be responsible for providing remarkable customer service on behalf of Credit Unions/Banks nationwide by handling primarily inbound calls, as well as occasionally returning messages left by members/customers requesting a call back.

Summary: Service banking transactions on behalf of a credit union or bank by accessing sensitive information and completing the transaction in the various computer platforms.

You will be responsible for protecting the account by ID verifying every caller (fraud prevention) along with answering and resolving a lengthy list of banking inquiries (not all inclusive): view and reconcile account and loan related inquiries, online banking issues, transfer funds, reorder checks, use third party platforms to resolve various issues (unblock debit cards, submit loan payments), view and explain why funds are on hold, and provide loan and deposit rates. A Financial Service Representative answers back-to-back calls and typically handles 10-12 calls per hour.

You will also provide Product and Service Education to members/customers, as it relates to our Clients and have the opportunity to learn additional skills by cross-training within or outside of your department based on performance and/or business need.