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Job Information

Westerly Community Credit Union Member Services Representative (Member Services Rep) in Westerly, Rhode Island

POSITION

TITLE:

Universal Financial Representative

DEPARTMENT:

Branch

-

Financial

Service

CLASSIFICATION:

Non-

Exempt

APPROVED

BY:

VP

of

Financial

Services

REPORTING

RELATIONSHIPS

Position

Reports

To

:

Financial

Service

Manager

Positions Supervised

: N/A

POSITION

PURPOSE

To

excel

in

the

tasks

specific

to

this

essential

role,

as

well

as

participate

and

help

develop

our

WCCU

Cares

culture.

You

would be responsible for providing an outstanding five-star service to our members and to our internal staff

(#TeamWCCU).

Your actions will directly contribute to our culture: WCCU Cares: We care about our members,

their financial needs, and our community.

Job Responsibilities include performing all duties of the teller line in addition to providing a full range of services to both members and prospective members in an efficient and professional manner. This position is responsible for identifying member needs and suggesting appropriate solutions, and assisting members either identified by the Financial Services staff or recognized by their own member contact as needing additional help in achieving financial success. Universal Financial Representatives must understand and comply with all

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