Evergreen Representative II

About the role

At 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. If you enjoy helping people, solving problems, and being the “go-to” person members trust, this could be the perfect opportunity to grow your career in financial services.

Responsibilities

• 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

Requirements

Have 1–3 years of banking, credit union, or financial service experience.

Qualifications

High School Diploma or GED required.

Skills

• Detail-oriented and organized
• Enjoy talking with and helping people
• Can listen carefully and identify member needs
• Comfortable working with multiple systems and office technology
• Experience with Microsoft Office and standard office equipment
• Demonstrate professionalism, integrity, and confidentiality