Financial Solutions Rep (FSR) -Full Time
About The Position
The Financial Solutions Representative (FSR) helps The People’s Federal Credit Union fulfill its mission by providing outstanding service to internal and external members. The role identifies members’ financial needs and recommends appropriate credit union products and services. FSRs are members’ first point of contact and serve as a liaison between members and the credit union. The position includes training in more advanced skills over the course of a career, with opportunities to achieve various levels of recognition. TPFCU seeks candidates who are passionate about serving others; previous experience in a financial institution is identified as ideal.
Requirements
- Passion for serving others.
Nice To Haves
- Previous experience at a financial institution, such as as a teller, member service representative (MSR), or personal banker.
Responsibilities
- Greet, assist, and educate members by answering basic questions about checking, savings, and loans.
- Perform member account transactions accurately and promptly.
- Build member loyalty by developing relationships with members.
- Generate new business by actively cross-selling credit union products and services.
- Consistently demonstrate TPFCU’s values.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
