Evergreen Representative II

Forest Area Federal Credit Union•Fife Lake, MI

12d

About The Position

Forest Area Federal Credit Union 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. 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 What Makes You a Great Fit We’re looking for someone who enjoys helping others and takes pride in doing things right. You may be a great fit if you:

Requirements

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.

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