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Financial Services Representative


Midcoast FCU is hiring a Financial Services Representative at its Thomaston location.

This role functions to expand and deepen member relationships through education of beneficial credit union products and services. Successful candidates must possess exceptional customer service skills, attention to detail, and the ability maintain confidential information.

Essential Functions & Responsibilities:

  • Independently open, close, and transfer new accounts for new and existing members, as well as support trusts, estates, and businesses. Cross-sell and refer appropriate deposit products for members. Update and maintain member records and reports.
  • External and internal phone system queue call management; respond to live online chat, external e-mail communication, and electronic member applications in support of the Member Contact Center.
  • Perform file maintenance as needed and maintain member up-to-date, accurate records and reports.
  • With support, accurately process IRA transactions within both Episys and Acensus programs.
  • Adhere to all deposit and consumer lending policies, procedures, and related compliance regulations.

Requirements:

A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature.

Compensation and Benefits:

Compensation is commensurate with experience and a company-wide bonus program is available based upon Credit Union performance. The employee benefits package includes health, dental, vision, disability and life insurance, a 401(k) employer match program, paid time off, paid holidays, paid birthday off, and additional wellness-based benefits.

Education & Skills:

  • High school or equivalent required.
  • Six months to two years similar or related experience is a plus.

Apply:

If you are interested in applying for this position, please contact hello@midcoastfcu.me.

Midcoast FCU is an Equal Opportunity Employer