Financial Service Representative

CPM FEDERAL CREDIT UNION•Port Royal, SC

About The Position

CPM Federal Credit Union is hiring a sales-oriented Financial Services Representative to provide exceptional service and support members’ financial well-being. The role focuses on assisting members with inquiries, resolving issues, and cross-selling credit union products and services to meet their financial needs. The minimum starting pay is $22.50 per hour; final compensation considers experience, skills, and internal equity. The position requires availability Monday through Thursday, 8 a.m. to 5 p.m., and Friday, 8 a.m. to 6 p.m. The representative communicates with members by phone, email, and chat and handles questions about account statements, loans, payments, automatic transfers, interest rates, investment certificates, and other services. CPM offers a monthly incentive plan, career progression opportunities, employee discounts, a 401(k) match, educational assistance, ongoing professional development, and wellness programs. Employees must follow CPM policies and applicable laws and regulations, including GLBA, BSA, the SAFE Act, and Regulations B, D, E, CC, and Z. They must protect information privacy, integrity, and confidentiality and complete required compliance and information security training.

Requirements

High school diploma or equivalent.
Excellent customer service skills, including friendliness, patience, and attentive listening.
Strong verbal and written communication skills, including the ability to explain complex information clearly and concisely.
Problem-solving ability, analytical thinking, and attention to detail.
Availability Monday through Thursday from 8 a.m. to 5 p.m. and Friday from 8 a.m. to 6 p.m.

Nice To Haves

Strong knowledge of credit union loan services, policies, and procedures is preferred.

Responsibilities

Provide top-notch member service.
Respond to member inquiries about account statements, loans, payments, automatic transfers, interest rates, investment certificates, and other financial matters.
Resolve member questions and problems accurately and efficiently with promptness, courtesy, and expertise.
Actively cross-sell credit union products and services to address members’ financial needs.
Accurately process loan applications and other financial transactions.
Comply with CPM policies and applicable laws and regulations.
Protect the privacy, integrity, and confidentiality of information.
Complete mandated compliance and information security training.