About The Position

The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans for personal production, providing service to our members and promoting Credit Union products and services.

Requirements

  • Must have a Bachelor’s degree in Business, Finance or related field.
  • Must have two years personal banking and lending experience.
  • Must be able to work effectively independently and in a team environment.
  • Must be able to effectively communicate with members, staff, financial institutions, and other business contacts.
  • Must be able to effectively lead and manage others.
  • Must be able to effectively access and interpret computer screens, documents, and reports.
  • Must be able to operate general office equipment.
  • Must be able to accurately enter data 120 keystrokes per minute.
  • Must be able to accurately key numbers 100 keystrokes per minute.
  • Must be able to lift and carry up to 50 pounds.
  • Must report to work regularly and on time.
  • Must be able to work the hours necessary to fulfill the responsibilities of the position (which could include opening & closing shifts)
  • Must be knowledgeable in BSA and compliance requirements enforced on the credit union by state and federal law as applicable.
  • Must present a professional image.
  • Must be bondable.

Nice To Haves

  • Supervisory or leadership experience preferred.

Responsibilities

  • Promote and model the Centris Vision, Mission, Values and Team Principles.
  • Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises.
  • Create and/or develop relationships with internal and external members.
  • Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc.
  • Assists the Financial Services Manager in directing and overseeing the activities of the branch.

Benefits

  • tuition reimbursement
  • potential pay increases up to 5% in your first 12 months
  • Annual corporate incentives for all team members
  • Company-paid DoorDash membership
  • health, dental, vision
  • 401K match
  • PTO
  • 11 paid holidays
  • community volunteer paid time
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