Overview:

We are seeking a dedicated Financial Services Representative to join our team. The ideal candidate will have a strong background in, and a passion for, helping our members achieve their financial goals. The Financial Services Representative will provide member support and develop member relationships primarily through in-branch channels. This person must be flexible, able to handle multiple priorities, be detail-oriented, and love working with members and numbers while supporting a focus on needs-based sales.

Responsibilities:

Perform outreach and serve members in support of growth and service objectives. Perform teller transactions, when needed. Accept loan applications. Resolve member issues in a professional and efficient manner. Build rapport and use active listening skills to identify members' needs and cross-selling opportunities. Look for and present opportunities for relationship growth to members with every interaction. Investigate and reconcile members' questions and inquiries with regard to their accounts/services; communicate with the appropriate departments to ensure resolution and member satisfaction. Screen, interview and counsel prospective borrowers, including explaining loan options; assist in completing loan documentation; verify and complete appropriate credit checks and prepare loan closing documentation.

Skills:

• Proficiency in performing monetary transaction and working with members on investment and lending products.
• Excellent customer service skills with a focus on relationship management.
• Knowledge of credit union/banking operations and experience in the industry required.
• Strong sales acumen in promoting financial products.
• NMLS registration required.

Join us as a Financial Services Representative and make a meaningful impact on our members' financial well-being while advancing your career in the finance industry.

Job Type:

Full-time Pay:

$19.00

• $25.

00 per hour

Benefits:

401(k) 401(k) matching AD&D insurance Bereavement leave Credit union membership Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Opportunities for advancement Paid sick time Paid time off Paid training Prescription drug insurance Vision insurance

Work Location:

In person