Financial Service Representative
: Job Details :


Financial Service Representative

Commonwealth Credit Union

Location: Shelbyville,KY, USA

Date: 2024-09-15T07:17:37Z

Job Description:
Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That's why all Commonwealth Credit Union team members are expected to live our Team 1 culture in all facets of their position. This includes our commitment to Diversity, Equity, Inclusion, Accessibility, and Belonging.At Commonwealth Credit union, we are united in our Common Purpose to Better Lives through OUR PASSION to Serve.This includes everyone, from our team members to the people in the communities we serve.That's the emphasis of our Team 1 Culture.Together Everyone Achieves More.We believe We Better Lives when we cultivate diversity, promote equity, foster inclusion, are intentional about accessibility, and provide an environment where everyone feels like they belong.That's an Extraordinary Experience.That's Bettering Lives.That's Team 1.Our Financial Service Representatives (FSRs) consistently provide quality member service. They professionally handle our members' financial needsincluding performing account transactions, completing loan applications, opening new memberships, and Individual Retirement Accounts (IRAs). They complete all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, account closings, etc. They maintain knowledge of products and services to confidently support the credit union's sales efforts. They consult with members to match credit union products and services with their needs.The duties of a Financial Service Representative include, but are not limited to:
  • Completing applications for loans, new memberships, accounts and Individual Retirement Accounts (IRAs).
  • Completing all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, closing accounts, etc.
  • Maintaining knowledge of credit union products and services to confidently support credit union sales efforts.
  • Consulting with members to match credit union products and services to their needs.
SATURDAY HOURS ARE REQUIRED.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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