Jacksonville, FL

Customer Service Specialist - Banking



Job Description

Ajilon is seeking a Customer Service Specialist for a Credit Union in Jacksonville, Florida. Ideal candidates will have previous experience in financial services and exemplary customer service skills.

Job Responsibilities:

  • Assist members and potential members with their Credit Union needs
  • Provide expertise in services such as IRAs, certificates of deposit, electronic funds transfer, home banking, etc.
  • Explain services, set up new accounts, assist members with their consumer lending needs, and respond to problems
  • Assist members with their financial transactions involving receiving and disbursing cash and other negotiable instruments
  • Receive and process member financial transactions, including deposits, withdrawals and loan payments; sell money orders and transfer amounts from member accounts as directed
  • Assist members with their financial transactions involving receiving and disbursing cash and other negotiable instruments
  • Identify cross-sell opportunities and cross-sell services to members
  • Explain loan programs to members and recommend loan options
  • Process loan applications and prepare and/or review all loan documents for completeness and accuracy
  • Required Qualifications and Skills:

  • Three years to five years of similar or related experience
  • Excellent communication and organizational skills
  • Friendly and professional demeanor
  • Education: A high school education or GED
  • Additional Job Details:

  • Type of Position: Direct Hire
  • Pay Rate: $17/hr
  • Start Date: ASAP
  • Location: Jacksonville Region
  • Schedule: 100% On-site Mon-Fri
  • Interested in this opportunity? Apply by submitting your resume today!



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    The Company will consider qualified applicants with arrest and conviction records

Recommended Skills

  • Communication
  • Coordinating
  • Customer Service
  • Electronic Fund Transfer
  • Finance
  • Friendliness
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