Financial Service Rep Specialist

Commonwealth Credit Union•Shelbyville, KY

About The Position

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. Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - from our team members to the people in the communities we serve. We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful. The Financial Service Representative Specialist excels in engaging with members and prospects through all communication channels, delivering expert responses and cultivating strong relationships to ensure an extraordinary experience. The FSR Specialist plays a pivotal role in fostering a high-performance team environment, setting benchmarks for quality, and serving as a quasi-leader who provides guidance and support to management. With advanced proficiency in managing memberships, loan applications, and complex account functions, they also oversee opening/closing procedures and staff development. The FSR Specialist effectively handles conflicts and motivates the team with minimal supervision, embodying leadership and initiative in all responsibilities.

Responsibilities

Driving sales performance by leading strategic initiatives and staying current on credit trends.
Maintaining advanced licensure and consistently exceeding goals for memberships, accounts, and loans through effective goal setting, performance tracking, and team coaching.
Leading by example, actively supporting phone queue coverage, managing lobby traffic, and ensuring prompt, efficient member service.
Delivering tailored financial solutions through active listening, credit analysis tools, and CRM systems to meet individual member needs.
Strengthening branch growth by building strong community and business relationships through events, workshops, and strategic partnerships.
Consistently achieving high quality assurance scores by mastering service protocols, actively listening to member concerns, and efficiently utilizing credit union tools across both phone and in-person interactions.
Demonstrating deep product knowledge and a commitment to excellence through ongoing training, advanced problem solving, and mentoring peers.
Serving as a trusted resource for branch security operations, including opening/closing procedures, and arming/disarming systems.
Providing guidance to peers on best practices and supporting a secure, member-focused environment through leadership and accountability.
Collaborating closely with management to drive improvements in sales, reduce errors, and elevate branch success.
Staying ahead of market trends and technology, using experience to craft innovative solutions that meet evolving member needs.
Enhancing expertise by actively pursuing development opportunities, including but not limited to, attending conferences, acquiring certifications, completing learning courses internally and through other relevant platforms, or engaging in both internal and external leadership programs.