Financial Service Representative - Greene

Perform all duties of a Member Service Representative (MSR), including processing routine and complex transactions, supporting digital banking, and handling account and loan maintenance.

Open and manage consumer, business, and specialty accounts with accuracy and compliance.

Open and process a full range of lending products, including consumer loans and home loans with a basic knowledge of business loans.

Open specialty accounts and savings products (ex: Estate, IRA, Certificates, etc) ensuring compliance with credit union policies, procedures, and regulatory requirements.

Provide personalized financial education to members, promoting financial literacy and awareness of available products and services.

Proactively identify and address fraud risks, while guiding members through sensitive or complex situations such as death claims, escalated concerns, and high-impact transactions.

Consistently meet or exceed established service standards, sales goals, and performance expectations.

Maintain minimal error rates and demonstrate accountability by promptly correcting and communicating any issues.

Uphold compliance with all applicable regulations, internal controls, and policies, while fostering a culture of accountability, professional development, and continuous improvement.

Actively support and promote the credit unions service culture, community involvement, and sales-as-a-service philosophy to strengthen member relationships and contribute to organizational success.

Perform other related duties as assigned to support member needs and overall business objectives.