Overview
A client of Insight Global is seeking a Financial Services Representative I to sit fully onsite in Pikesville, MD or Bel Air, MD. The FSR I is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union. Responsibilities
Greet members and visitors in a friendly and professional manner. Address member inquiries regarding account information, transactions, and credit union products and services. Resolve member issues and complaints promptly and effectively. Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance. Meet or exceed individual and branch sales targets. Conduct product presentations and explain the benefits and features of credit union offerings. Open new member accounts, including savings, checking, and certificate accounts. Process loan applications, provide loan information, and follow up with members throughout the loan process. Assist members with account maintenance, including address changes, stop payments, and direct deposits. Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments. Balance cash drawers and reconcile discrepancies. Process wire transfers and other financial transactions accurately and efficiently. Adhere to all credit union policies, procedures, and regulatory requirements. Maintain confidentiality and security of member information. Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations. Work closely with other team members to ensure a cohesive and efficient branch operation. Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction. Maintain accurate records of member interactions and transactions. Prepare and submit reports as required by management. Keep abreast of changes in credit union products, services, policies, and procedures. Knowledge, Skills, and Experience
Customer Service Orientation Communication Skills Attention to Detail Problem-Solving Abilities Technical Proficiency Time Management Qualifications
High School Diploma or equivalent; associate or bachelor’s degree in finance, business, or a related field preferred. Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred. Knowledge of credit union operations and financial products. Proven experience in sales and member service with a track record of achieving targets. Ability to work flexible hours, including weekends, as needed. Compensation
$40,000 to $42,000 per year annual salary. Benefits
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
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A client of Insight Global is seeking a Financial Services Representative I to sit fully onsite in Pikesville, MD or Bel Air, MD. The FSR I is responsible for delivering exceptional member service by identifying members' financial needs and providing them with suitable financial products and services. This role involves a combination of sales, customer service, and operational tasks aimed at enhancing member satisfaction and contributing to the growth of the credit union. Responsibilities
Greet members and visitors in a friendly and professional manner. Address member inquiries regarding account information, transactions, and credit union products and services. Resolve member issues and complaints promptly and effectively. Identify opportunities to cross-sell and up-sell credit union products and services, such as savings accounts, loans, credit cards, and insurance. Meet or exceed individual and branch sales targets. Conduct product presentations and explain the benefits and features of credit union offerings. Open new member accounts, including savings, checking, and certificate accounts. Process loan applications, provide loan information, and follow up with members throughout the loan process. Assist members with account maintenance, including address changes, stop payments, and direct deposits. Perform teller duties such as cashing checks, accepting deposits, processing withdrawals, and handling payments. Balance cash drawers and reconcile discrepancies. Process wire transfers and other financial transactions accurately and efficiently. Adhere to all credit union policies, procedures, and regulatory requirements. Maintain confidentiality and security of member information. Identify and report suspicious activities in compliance with anti-money laundering (AML) regulations. Work closely with other team members to ensure a cohesive and efficient branch operation. Participate in branch meetings and contribute ideas to improve branch performance and member satisfaction. Maintain accurate records of member interactions and transactions. Prepare and submit reports as required by management. Keep abreast of changes in credit union products, services, policies, and procedures. Knowledge, Skills, and Experience
Customer Service Orientation Communication Skills Attention to Detail Problem-Solving Abilities Technical Proficiency Time Management Qualifications
High School Diploma or equivalent; associate or bachelor’s degree in finance, business, or a related field preferred. Minimum 1-year previous experience in customer services, cash handling, and sales; Previous experience in banking or financial services preferred. Knowledge of credit union operations and financial products. Proven experience in sales and member service with a track record of achieving targets. Ability to work flexible hours, including weekends, as needed. Compensation
$40,000 to $42,000 per year annual salary. Benefits
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
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