Account Representative

About the role

Account Representatives (also known as Service Associate III) assist in a variety of member service functions including servicing more complex member transactions, opening accounts, account maintenance as well as basic loan functions while ensuring members are promptly and professionally served with follow-up on member and potential members’ inquiries.  The Service Associate III will establish new deposit/account relationships, actively cross selling credit union products and services by determining member needs and perform a variety of account maintenance duties. The Service Associate III will work with other staff and departments and will seek opportunities to increase member and credit union profitability.

Qualifications

• A high school education or equivalent.
• At least 18 months experience in Service Associate II or equivalent role.
• Six months or more of similar or related experience preferred.
• Knowledge or experience of financial services helpful.