Financial Service Representative

Are you passionate about helping others? Are you positive and motivated? If the answer is yes then we are looking for people like you to join our team. As a Financial Service Representative, you will work directly with our members to help them through the financial highs and lows of their lives.

At Caro—Smart Financial Solutions, you will be part of a team that works hard every day for their members. We strive to create personal, smart financial solutions for real people going through real life experiences.



  • Acknowledge and greet members in a friendly and professional manner at all times
  • Open new accounts
  • Cross-sell and market all credit union products and services
  • Process deposits and check orders
  • Process Incoming/ outgoing wire transfer requests in a prompt and accurate manner
  • Enter and evaluate all loan applications within a 24-hour period of receipt
  • Adhere to all credit union’s policies and procedures
  • Prepare accurate loan and supporting documents for the disbursement of loans
  • Research and solve member inquiries, problems, and complaints



  • Strong interpersonal skills and member service focus
  • Excellent Member/Customer Service
  • Networking abilities
  • Oral/Written communication
  • Positive Attitude
  • Good problem-solving skills
  • Presentation and organization skills
  • Strong work ethic, self-motivated and goal-oriented
  • Fast learner
  • Prefer Bachelor’s degree with 1+ years equivalent work experience

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