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Customer Service Representative

hace 4 semanas


Minillas Barrio, Puerto Rico Intouch Credit Union A tiempo completo
Job Summary

We are seeking a highly motivated and customer-focused individual to join our team as a Personal Financial Assistant at InTouch Credit Union. As a key member of our team, you will provide exceptional service to our members, identify and recommend products and services to meet their financial needs, and work closely with branch leadership to achieve sales and service goals.

Key Responsibilities
  • Greet and welcome members and visitors to the Credit Union in a prompt and professional manner.
  • Identify and recommend products and services based on the member's financial needs.
  • Contact prospective members, businesses, and community groups to present information on available products and services.
  • Attend community organization meetings to develop new business and create awareness of the credit union.
  • Meet or exceed sales and service goals.
  • Maintain open lines of communication with Branch Manager, Assistant Branch Manager, and all staff.
  • Facilitate requests of members and visitors within guidelines established by policies, procedures, and regulations.
Requirements
  • High school degree or equivalent.
  • Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
  • A minimum of one year of experience in the financial industry is required, and one year of customer service experience is preferred.
Working Conditions

This role requires the ability to stand or sit for long periods of time when providing member service. The physical demands of this job include bending, stooping, kneeling, twisting, reaching, finger dexterity, grasping, repetitive motions, talking, hearing, and visual acuity. The standard office environment, uniform temperature, and conversational noise level are typical of this role.

Compensation

The salary for this role is $22.05 to $23.28 per hour.