Senior Financial Services Representative

SUMMARY The Senior Financial Services Representative will perform a wide variety of complex duties related to the handling of member transactions, assisting in service and operational duties, providing leadership and guidance, and demonstrating behaviors supporting the Mirastar experience. This includes communication with members through in-person, over the phone, and digital channels. This individual will be responsible for productivity and efficiency, including quality control and compliance with all policies, procedures, and regulatory requirements. This person may also be asked to perform account maintenance activities and process basic financial and lending transactions.   QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience: High School diploma and a range of 2 to 3 years of related experience and/or equivalent combination of education and experience. Bilingual in English and Spanish is Preferred. Certificates, Licenses, Registrations: None required; Notary preferred. ESSENTIAL FUNCTIONS Open new membership and subsidiary accounts, including all types of depository and account ownerships (e.g., trusts, retirement, fiduciary, and organizational accounts). Assess mem