Financial Service Representative

Sower Boulevard
101 Sower Blvd
Frankfort, KY 40601, USA

Our goal is to be an Employer of Choice, and it takes all of us to achieve this. That’s why all Commonwealth Credit Union Team Members are expected to live our Team 1 culture in all facets of their position. Our team is committed to ‘bettering lives through our passion to serve’ and this includes everyone - from our team members to the people in the communities we serve.

We do this best when we appreciate each other for our differences, foster connections, and ensure an inclusive environment where everyone can thrive and be successful.

Our Financial Service Representatives (FSRs) consistently provide quality member service. They professionally handle our members' financial needs--including performing account transactions, completing loan applications, opening new memberships, and Individual Retirement Accounts (IRAs). They complete all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, account closings, etc. They maintain knowledge of products and services to confidently support the credit union's sales efforts.

They consult with members to match credit union products and services with their needs.

The duties of a Financial Service Representative include, but are not limited to:

• Completing applications for loans, new memberships, accounts and Individual Retirement Accounts (IRAs).
• Completing all account maintenance requests, including assistance with account discrepancies, fraud disputes, wire transfers, closing accounts, etc.
• Maintaining knowledge of credit union products and services to confidently support credit union sales efforts.
• Consulting with members to match credit union products and services to their needs.
• Delivering exceptional service to members and prospective clients across all communication channels, ensuring prompt and accurate responses while fostering strong, positive relationships.

This position requires a high level of expertise in executing complex financial transactions, managing member accounts, and processing loan applications with precision and compliance.

The Financial Service Representative is also responsible for leveraging advanced product knowledge to provide tailored financial solutions, consistently exceeding quality assurance benchmarks, and upholding the highest standards of service excellence.

As a non-NMLS registered position, the Financial Service Representative does not provide detailed information on Home Equity Lines of Credit or Mortgage Loans but is expected to contribute significantly to overall branch success and member satisfaction.

Saturday hours are required.

Intermediate

Intermediate

Intermediate

Intermediate

High School or GED or better.

2 years of related experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.