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Evergreen Representative II

Job in Fife Lake, Grand Traverse County, Michigan, 49633, USA
Listing for: Forest Area Federal Credit Union
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
  • Customer Service/HelpDesk
Job Description & How to Apply Below
Location: Fife Lake

Forest Area Federal Credit Union

We believe banking should feel personal. Our Evergreen Representatives are at the heart of that experience—helping members solve problems, reach financial goals, and discover services that make their lives easier.

What You’ll Do

  • Build strong relationships with members through phone and online communication
  • Open and maintain accounts, including savings, checking, youth accounts, sub-shares, and certificates
  • Assist members with specialized services such as IRAs, business accounts, and certificate products
  • Help resolve account questions, discrepancies, and service concerns
  • Process important member transactions including debit card disputes, stop payments, and wire documentation
  • Support the loan process by providing clerical and administrative assistance
  • Identify opportunities to recommend helpful products and services that fit members’ financial needs
  • Assist with instant issue debit and credit cards
  • Ensure accurate documentation and compliance when opening or reviewing accounts
  • Provide administrative support including recordkeeping, correspondence, and internal support to team members

What Makes You a Great Fit

  • Have 1–3 years of banking, credit union, or financial service experience
  • Are detail-oriented and organized
  • Enjoy talking with and helping people
  • Can listen carefully and identify member needs
  • Are comfortable working with multiple systems and office technology
  • Have experience with Microsoft Office and standard office equipment
  • Demonstrate professionalism, integrity, and confidentiality

Education

High School Diploma or GED required.

Why Forest Area Federal Credit Union?

At Forest Area FCU, our employees are part of a team that truly cares—about members, the community, and each other. We believe in creating an environment where employees can grow, contribute ideas, and make a real impact. When you join our team, you become part of a credit union that values service, trust, and relationships.

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