Lead Services Representative

About the role

The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans, providing service, and promoting Credit Union products and services.

Responsibilities

• Promote and model the Centris Vision, Mission, Values, and Team Principles.
• Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises.
• Create and/or develop relationships with internal and external members.
• Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately, which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc.
• Assist the Financial Services Manager in directing and overseeing the activities of the branch.

Schedule

40 hours per week (primarily 8:45am–5:45pm), some Saturdays required.

Benefits

• Tuition reimbursement.
• Potential pay increases up to 5% in your first 12 months.
• Annual corporate incentives for all team members.
• Company-paid DoorDash membership.
• Health, dental, and vision benefits.
• 401K match.
• Paid time off (PTO).
• 11 paid holidays.
• Community volunteer paid time.
• A collaborative and inclusive work environment.