Campus Federal Credit Union is seeking a Financial Service Representative in our call center! The primary purpose of this position is to assist Campus Federal in our Mission, to enhance the lives of our members and the communities we serve. This is accomplished by providing excellent service to members and to team members. A key component of this service is to identify member needs and provide appropriate credit union product solutions that will enhance the lives of our members.

Financial Service Representatives provide current and prospective members’ exceptional service using a consultative sales approach to become the member’s trusted advisor through every stage of their life.

Responsibilities:

• Provides retail deposit and loan products and services to current and prospective members through a consultative sales approach.
• Within lending authority, approve/deny loan applications based on applicant’s creditworthiness and Campus Federal loan policies.
• Assist members with complex retail and mortgage lending request.
• Promotes business for the Credit Union by maintaining good member relations and referring members to appropriate in-house personnel and Credit Union affiliates for new services.

• Assist in attaining established Credit Union and branch goals through active participation and promotion of sales activities including outbound calling program.

• Assumes responsibility and is accountable for adherence to Credit Union policies and procedures

• Assists member with inquiries and product servicing via phone, fax, email, web and video chat, and secure messaging
• Processes varies member service requests including financial transactions, check orders, Debit/Credit cards, fraud disputes, stop payment requests, and ACH originations
• Maintains a high knowledge level of all products and services in order to effectively respond to member inquiries and resolve issues
• Assists members with accessing all Credit Union digital service offerings
• Process outgoing wire requests accurately and timely
• Communicates suspected member account abuse including potential red flags, elder abuse, or regulatory issues
• Updates members’ mailing address and contact information after diligent member authentication

Education and Experience:

• High School Diploma/GED and five years of experience in a financial institution
• Lending experience preferred
• Knowledge of banking rules and regulations
• Excellent oral and written communication skills

Benefits include: 100% paid health, dental and LTD insurance for the employee. Other benefits and dependent benefits available. Generous paid vacation and paid sick leave also available.

Campus Federal is committed to a diverse and inclusive workplace. Campus Federal is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, sexual orientation, protected veteran status, disability, age, or other legally protected status. 

Only those most qualified will be contacted. EOE