Universal Experience Representative I

Assists members in an Engagement Center setting or by using virtual technology. A UER I is responsible for providing exceptional service to our members by identifying and recommending appropriate products and service solutions based on the members financial needs. A UER I is responsible for a variety of services, including, but not limited to opening accounts, closing accounts, renewing certificate accounts, transactions, and assisting members with financial education. Responsible for educating members on Credit Union technology. Effectively role models the Credit Union’s Core Values. The UER level I is an entry position in training and may progress to a level II.

Qualifications

EDUCATION/CERTIFICATION: High School diploma or equivalent.

EXPERIENCE REQUIRED:

One (1) year financial institution experience or

Three (3) years of customer service experience for every year of financial institution experience required.