Financial Services Representative

5 days ago

Ventura, California, United States UNIFY Talent Acquisition Full time
Job Description

As a Member Financial Specialist at UNIFY Talent Acquisition, you'll play a vital role in helping our credit union members safeguard their assets and achieve their financial goals.

At UNIFY, we're committed to providing superior service to our members, and we're looking for a talented individual to join our team. As a Member Financial Specialist, you'll work directly with members to understand their financial needs and provide personalized solutions to help them achieve their goals.

Key Responsibilities:

  • Respond to new and existing member inquiries, facilitating the opening of accounts and recommending related credit union products and services based on a financial needs analysis.
  • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting.
  • Proactively seek, develop, and maintain new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups, resulting in membership growth, shares, and consumer loans.
  • Perform functions related to consumer loans, including accepting loan applications, application processing, and funding, while following lending policies, procedures, and guidelines.
  • Perform functions related to real estate loans, including accepting loan applications, application processing, and funding, while following real estate lending policies, procedures, and guidelines.
  • Record daily quality conversations with members and create new member profiles, inputting new membership accounts accurately and efficiently using established credit union policies and procedures.
  • Implement, support, and monitor product campaigns at branches, ensuring branch goals are met, anticipating obstacles, and developing strong strategy methods to optimize results.
  • Assist in the development of best practices and sales strategies by participating in training calls, conference calls, and other in-branch meetings, communicating this information and educating team members to promote group learning and maximize sales.
  • Develop and maintain relationships with our investment, insurance, and mortgage business partners to maximize referral opportunities and achieve sales and service standards.
  • May conduct informal sales presentations to new and existing select employer groups and co-op groups to generate business.
  • Process member transactions, such as receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately.
  • Assist members with complex issues, initiating research, working with others to resolve, and keeping the member informed.
  • Balance cash drawers, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to credit union balancing requirements.
  • Participate in the opening and closing of the branch and may oversee operations in the absence of the manager.
  • Be an advocate and subject matter expert on digital banking options for members.
  • Become a Notary Public to service member needs.
  • Perform other duties as assigned.

Requirements:

  • Knowledge of features and benefits of credit union products and services to solicit, explain, and discuss with members.
  • Knowledge of sales training programs and ability to execute on these to fulfill member needs and train members of the sales team.
  • Strong communication skills (written and orally) and effective interpersonal skills to coach and train coworkers and deliver superior service.
  • Strong customer/member service skills.
  • Ability to analyze member's financial needs and provide related information and/or data to demonstrate the benefits.
  • Work under intensive and competing deadlines.

Qualifications:

  • Requires a high school diploma or equivalent with a minimum of six months customer service or sales experience, preferably within a financial institution.
  • Requires effective verbal and written communication skills, sales skills, and proficiency in Microsoft Word, Excel, and Outlook applications.
  • Requires lending certification or the willingness and aptitude to gain certification within three months of hire.
  • Requires Notary Certification or the willingness and aptitude to gain certification within three months of hire.

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