Financial Services Rep 1

Job Description

MCCU is hiring a Financial Services Rep I! Click the Link Below to review the complete job description.

Ideal Candidate:

You’ll thrive in this role if you enjoy building relationships, helping members meet their financial goals, and delivering exceptional service in every interaction. You are detail-oriented, confident in communication, and motivated to find the right solutions for each member while supporting branch performance.

1. What Sets You Apart

• Service: Provides friendly, professional service across in-person, phone, and digital channels.
• Attention: Processes transactions and documentation accurately while following policies and procedures.
• Pride: Takes ownership of member needs and follows through on commitments.
• Value: Identifies and presents products and services that meet member needs.
• Advocate: Supports teamwork, represents MCCU positively, and contributes to a strong branch culture.
  

1. What You Bring to the Role

• Six months to two years of sales, lending, or personal banking experience preferred.
• High school diploma, GED, or equivalent
• Confidence in sharing products and digital services, not as sales tasks but as ways to genuinely improve the member’s life.
• Exceptional listening skills, ensuring every conversation feels personalized and members feel valued, not rushed.
• A naturally warm, friendly, and welcoming presence, members feel comfortable approaching you with questions or concerns.
• Strong attention to detail, ensuring applications are complete, documents are accurate, and