Offer summary
Qualifications:
1 year retail experience in service and sales, Basic understanding of financial products, Competent computer proficiency including Microsoft applications, High School Diploma or equivalent.
Key responsabilities:
- Provide efficient service via phone, mail, and facsimile
- Perform basic member transactions with quality and accuracy
- Conduct needs assessments and recommend appropriate services
- Maintain confidentiality and handle sensitive member information
- Complete all required training and compliance modules