Goshen, Indiana, United States · On-site
POSITION SUMMARY Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving pr…
Skills: Customer Service, Cash Handling, Cross-selling, Financial Services, Communication Skills
Goshen, Indiana, United States · On-site
POSITION SUMMARY Serve as an administrator on the Servicing Team and New Account Team for Everence Asset Management (EAM) to include investment and charitable products. RESPONSIBILITIES AND DUTIES Provides timely, consis…
Skills: Account Administration, Compliance Analysis, Suitability Analysis, Interpersonal Skills, Time Management
Harrisonburg, Virginia, United States · On-site
POSITION SUMMARY Responsible for providing financial advice to clients to help them achieve their financial goals. Helping people to integrate their faith and finances through their investment, insurance, banking, and ch…
Skills: Financial Planning, Investment Advice, Insurance Sales, Charitable Giving, Customer Relationship Management
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Professionally represent the credit union by processing member transactions and opening new accounts. Proactively identify financial needs to refer members to appropriate products and services through a service-to-sales process.
Requires a minimum of a high school diploma and experience in cash handling or customer service. Candidates should possess strong interpersonal skills and a basic understanding of credit union operations.
POSITION SUMMARY
Professionally represent Everence Federal Credit Union (EFCU) to members and future members. Provide an excellent member experience by welcoming members, efficiently processing transactions, resolving problems, and uncovering financial needs for referrals to the appropriate individual or line of business.
Accurately and efficiently process member transactions, service requests, and the opening of new memberships/accounts in a courteous, confidential, and professional manner. Research and respond to member inquiries. Promote EFCU products and services by proactively engaging in conversation with individuals, organizations, and businesses by following our “Service to Sales” process, helping members achieve their everyday banking needs.
Education:
Minimum high school diploma or equivalent
Experience:
Skills and Abilities:
SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Part-time (24 hours per week)
About us Everence® aims to help individuals, organizations, and churches experience financial well-being, discover pathways to opportunity, foster mutual aid and generosity, incorporate faith and values into financial and insurance solutions, and care for God’s creation through sustainable practices and offerings. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Disclosure Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719. Do not post personal information on social media in order to keep your information away from scammers. This includes not sharing things like your address, income, Social Security Number, financial accounts and transactions.
Offices: 1110 N. Main St., Goshen, Indiana 45628, US · 2160 Lincoln Highway East, Lancaster, PA 17602-1150, US · 841 Mount Clinton Pike, Harrisonburg, VA 22802, US · 1301 College Ave., Goshen, IN 46526, US · 3407 Bahia Vista St., Sarasota, FL 34239-7443, US
About us Everence® aims to help individuals, organizations, and churches experience financial well-being, discover pathways to opportunity, foster mutual aid and generosity, incorporate faith and values into financial and insurance solutions, and care for God’s creation through sustainable practices and offerings. History of Everence Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We started by offering loans to church service volunteers. Over the years, we added many more mutual aid and stewardship programs. View our timeline that shows milestones throughout the years. Everence leadership Everence has more than 400 staff and advisors around the country and more than 1,500 volunteer advocates serving in congregations. Guiding their work is our Everence Executive Team, Everence Board of Directors and Affiliate boards. Disclosure Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Cetera Advisor Networks, Cetera Investment Advisers, or its affiliates. www.everence.com/disclosure. EFCU does not accept an error disputes via social media. Contact CU directly at 800-451-5719. Do not post personal information on social media in order to keep your information away from scammers. This includes not sharing things like your address, income, Social Security Number, financial accounts and transactions.
Offices: 1110 N. Main St., Goshen, Indiana 45628, US · 2160 Lincoln Highway East, Lancaster, PA 17602-1150, US · 841 Mount Clinton Pike, Harrisonburg, VA 22802, US · 1301 College Ave., Goshen, IN 46526, US · 3407 Bahia Vista St., Sarasota, FL 34239-7443, US
