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Financial Services Representative - Westerville Branch 08/25

salary Salary :

$20.41 - 22 hourly

icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Financial Services Representative - Westerville Branch 08/25


At CME, we believe in Banking That Has Your Back. As an employer who is ranked as one of the Best Employers in Ohio and is the recipient of several Top Work Places award, we have the backs of our Associates as well! Here are just some of the benefits our Associates receive:

  • Strong work/life balance
  • 4 weeks of paid time off each year
  • Paid holidays every year
  • Pet bereavement leave
  • Maternity/paternity leave
  • A strong health and wellness program with health and financial rewards
  • 401(k) match of up to 6%
  • Monthly incentives and annual bonus potential
  • And so much more!

A financial institution in central Ohio, CME Federal Credit Union was started by the local heroes of our community – City of Columbus Fire and Police Departments. We now offer financial services to everyone in Franklin County and the 7 surrounding counties and remain dedicated to serving those who serve our community! Everything we do has just one mission, to offer strong financial solutions! 

CME Federal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


Requirements

We are currently looking for a full time Financial Service Representative (FSR) to be a financial hero to our members!

Our hero’s mission is to . . .

  • Assist members with new and existing memberships, deposit accounts, and account maintenance.
  • Process financial transactions for members and non-members as needed.
  • Open and close accounts: Savings Accounts, Checking Accounts, Money Market Accounts, HSA/IRA’s, Share Certificates, Trusts, Estates, and Business Accounts.
  • Uncover and suggest financial services to meet the member’s needs by informing members of our products and services.
  • Transition members and prospects for loan needs to our Centralized Lending Team.
  • Meet individual goals and objectives while contributing towards achieving branch goals and objectives.
  • Comply with all applicable CME policies, procedures, internal controls, and Federal, State, and Local regulations as applicable.
  • Build strong relationships with members and co-workers.
  • Provide outstanding service while taking initiative and finding solutions

To complete this mission, our financial hero needs to be friendly, approachable, empathetic, and patient. Our hero also needs to be an organized self-starter who is a created problem solver that is solution oriented. Being adaptable with great communication skills is a must. 

At a minimum, our hero needs to have a high school diploma or equivalent along with at least 2 years consistent sales experience. Financial institution and deposit product experience is preferred.

Do you have what it takes to be a financial hero?! If so, click the Apply button!


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