Financial Services Representative, Clarksville TN

About the Role

We are seeking a motivated and professional Financial Services Representative to join our team at the Wilma Rudolph Office in Clarksville, TN. This dual role serves as the face of our credit union, assisting members with their financial needs and ensuring a positive experience through both product knowledge and excellent service skills.

Responsibilities

• Provide account services to members, including opening new accounts, processing transactions, electronic banking, and answering inquiries.
• Analyze members' needs and recommend suitable solutions, such as loans, savings accounts, credit cards, and investment options.
• Deliver exceptional service while educating members about financial tools and services that can help them reach their financial goals.
• Promote credit union products and services through conversations.
• Provide Notary services.
• Ensure compliance with all policies, procedures, and regulations.
• Serve as a liaison between members and the credit union, supporting overall branch operations.

Requirements

• High school diploma (or equivalent) required.
• A minimum of one (1) year of banking, financial services, customer service, or retail experience is required.

Skills

• Lending and sales experience is helpful and preferred.
• Strong knowledge of credit union products, lending processes, and digital banking tools.
• Strong communication and relationship-building skills.
• Ability to confidently discuss financial products in a consultative, member-focused way.
• Detail-oriented with strong organizational and follow-through skills.
• Bilingual (English/Spanish/Hmong) skills are strongly encouraged to support and better serve our diverse membership.