Financial Service Representative

Commonwealth Credit Union • Shelbyville, KY

1d

About The Position

Commonwealth Credit Union’s Financial Service Representatives deliver extraordinary experiences to current and prospective members across communication and service channels. The role provides prompt, accurate service while building positive relationships and requires expertise in complex financial transactions, account management, and loan application processing, with precision and regulatory compliance. Representatives use advanced product knowledge to provide tailored financial solutions, meet quality assurance benchmarks, and uphold high standards of service excellence.

This is a non-NMLS-registered position. The representative does not provide detailed information about Home Equity Lines of Credit or mortgage loans. The role contributes to branch success and member satisfaction and is expected to support the credit union’s Team 1 culture, inclusive environment, and commitment to serving members and communities. Saturday hours are required.

Requirements

• Strong product and industry knowledge.
• Ability to follow service protocols and serve members by phone and in person.
• Ability to identify member financial needs and deliver customized solutions using credit analysis and product knowledge.
• Maintain licensure for specialized services.
• Understanding of physical security, confidentiality, and regulatory compliance.
• Saturday availability is required.

Responsibilities

• Maintain strong product and industry knowledge and achieve high scores on knowledge assessments.
• Follow service protocols, listen actively to member concerns, and use available credit union tools to serve members efficiently by phone and in person.
• Engage with members to identify their financial needs and provide customized solutions using credit analysis and product knowledge.
• Drive sales growth by participating in advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks in loans, memberships, and account openings.
• Build partnerships, represent the organization in the community, and stay current on consumer credit trends to support branch and organizational success.
• Maintain an understanding of organizational security protocols, including physical security, confidentiality, and regulatory compliance.
• Process complex financial transactions, manage member accounts, and process loan applications accurately and in compliance with requirements.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed