Credit Union Financial Services Representative

6 days ago


Pine Lawn, Missouri, Israel beBee Careers Full time

We're looking for a talented Financial Advisor to help our customers achieve their financial goals. As a Financial Advisor, you will work closely with our customers to understand their financial needs and provide personalized advice and guidance.

As a key member of our team, you will contribute to the success of our branch by:

  • Building strong relationships with customers through exceptional customer service
  • Providing thoughtful solutions to meet customers' financial needs
  • Collaborating with business partners (Mortgage, Wealth Management) to connect customers to experts who can help with specialized needs
  • Operating a teller drawer serving customers in the lobby/drive-up
  • Opening accounts, performing account maintenance and assisting customers with digital products
  • Recognizing potential fraud and other risks
  • Depending on the shift, you might be responsible for bank opening/closing
  • Helping support community and bank events
Qualifications:
  • 1-3 years of experience in a customer service, financial service, or sales role
  • High School Degree or equivalent
  • Intermediate computer skills


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