Maintain a high level of member service in accordance with Everwise Credit Union’s service expectations.
Perform and process financial transactions including deposits, withdrawals, loan payments, and account maintenance.
Identify members’ needs and recommend appropriate financial products and services.
Responsible for maintaining a high level of confidentiality about member account information.
Educate members on the use of ITM features, online banking, and other digital platforms.
Consistently meet or exceed established referral and sales goals.

High school diploma or GED
Six months of retail sales, cash handling, or customer service experience
Prior experience in a financial institution, call center or related field preferred

Member Services Representative

Key skills