Floating Financial Service Representatives

The District Credit Union•Aurora, CO

3d•$21 - $22•Onsite

About The Position

The District Credit Union is seeking a friendly and motivated Floating Financial Services Representative (FSR) who enjoys getting to know people, understanding their needs, and helping connect them with financial products and services that fit their goals. This role is focused on helping members, building relationships, and growing careers. The credit union emphasizes providing personalized service and helping members with their financial needs, rather than just processing transactions. They offer training to develop the necessary financial-services skills.

Requirements

High school diploma or GED
Up to 6 months of related experience; banking, financial services, retail, or customer service experience is helpful
Friendly, approachable, and genuinely interested in helping people
Strong communication, listening, and problem-solving skills
Comfortable having conversations about members' financial needs
Ability to learn financial products, systems, and procedures
Strong attention to detail and accuracy
Ability to maintain confidentiality and exercise good judgment

Responsibilities

Welcome members and provide a friendly, personalized experience
Work between our Chambers and Hampden branches based on business needs
Open and service accounts and assist members with account questions and changes
Learn about members' needs and recommend products and services that may benefit them
Assist with loans, credit cards, certificates, IRAs, debit cards, online banking, and other financial services
Identify opportunities to deepen member relationships through appropriate referrals and recommendations
Resolve member concerns and work with other departments when additional support is needed
Maintain accurate account information and documentation
Protect confidential member information and follow Credit Union policies and regulatory requirements
Contribute to branch service, relationship-building, and sales goals