Evergreen Representative II
Indexed description
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.
What You’ll Do
As an Evergreen Representative, you’ll provide exceptional service while supporting members through a wide range of credit union services. This is a dynamic role where no two days are exactly the same.
In this role, you will:
- 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
We’re looking for someone who enjoys helping others and takes pride in doing things right.
You may be a great fit if you:
- Have 1–3 years of banking, credit union, or financial service experience
- Are detail-oriented and organized
- Enjoy talking with and helping people
- Can listen carefully and identify member needs
- Are comfortable working with multiple systems and office technology
- Have experience with Microsoft Office and standard office equipment
- Demonstrate professionalism, integrity, and confidentiality
High School Diploma or GED required.
Why Forest Area Federal Credit Union?
At Forest Area FCU, our employees are part of a team that truly cares—about members, about the community, and about each other. We believe in creating an environment where employees can grow, contribute ideas, and make a real impact.
When you join our team, you become part of a credit union that values service, trust, and relationships.
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