Find & Apply For Financial Services Sales Agent Jobs in Kasson, Minnesota

Financial Service Representative Accentra Credit Union Austin, MN Come join our team at Accentra Credit Union. Play a vital role in the financial success of our members. Our Financial Service Representative's primary goal is to acquire, retain, deepen and manage relationships with our members. "Simply Better Banking." Responsible for providing personalized and professional service to new and existing members while identifying and selling products and services that will meet their current and future financial needs. Perform miscellaneous other duties as apparent or as assigned. Always project a positive and friendly image for the credit union through interactions with members and co-workers. Familiar with BSA and OFAC requirements and follow required reporting duties. Essential Functions

• Providing excellent customer service to our members.
• Organized and knowledgeable with regards to following up on missing items and the coordination of loan documents.
• Meet member expectations by answering general information request inquiries daily.
• Process requests for membership enrollment and service existing member accounts daily.
• Seeks out opportunities to enhance the members' financial lives by recognizing and referring additional credit union products.
• Excel at multitasking.
• Reinforce continuous collaboration and respectful communication between all departments by promoting strong, positive and productive working relationships through the commitment to the company's core values, vision and mission statements.

Competencies Education:

Associate degree (Preferred) or equivalent experience required

Cash Handling:

2 years Banking or Credit union: 1 year

• Exceptional analytical skills with a strong attention to detail, ability to plan, prioritize and work effectively and efficiently.
• Must be friendly and able to represent the Credit Union in a professional and positive manner.
• Competent with computer technology.
• In depth knowledge of all credit union products and services.

Professionalism/Attitude:

• Believes in own capabilities and knowledge to affect positive outcomes and even succeed where others may not, and demonstrates that attitude in performing day-to-day activities.
• Self-motivated by the desire to accomplish goals and have exceptional performance; open to receiving constructive feedback.
• Understands that change is necessary to evolve as a person and an organization, and reflects that in the context of daily work, handling change without becoming disengaged.
• Displays an on-going commitment to learning and self-improvement in areas that are job and/or organization-relevant.

Leadership:

• Takes initiative to be involved in networking opportunities in the community.
• Generates innovative ideas, and creative solutions to challenging problems.
• Models behavior that builds inter-personal trust and personal integrity within the team.
• Offers to take additional leadership roles or responsibilities that contribute to the success of the team.

Equal Employment Opportunity At Accentra Credit Union, we're more than a financial institution—we're a community-focused, not-for-profit organization with over $200 million in assets, serving more than 16,000 members. Guided by our mission to simplify and enhance our members' financial lives, we prioritize service, relationships, and trust. At Accentra, Simply Better Banking means more than providing financial services—it's about creating experiences that make life better for our members and the communities we call home. We're looking for team members with a service mindset, passionate about building relationships and helping our members and communities thrive. If you're ready to make a meaningful impact, join us at Accentra!

Job Type:

Full-time Pay:

$18.00 - $22.00 per hour

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Tuition reimbursement Vision insurance

Experience:

Banking:

1 year (Preferred)

Work Location:

In person