Financial Services Representative
1 month ago
We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Vantage Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional member service, identifying and meeting individual sales and production goals, and contributing to the overall success of our credit union.
Key Responsibilities:
- Proactively meet individual sales and production goals, as well as contribute to individual branch and overall credit union goals.
- Maximize opportunities to gain and grow member wallet through cross-sell and referral efforts.
- Assist members with account and loan needs, ensuring accurate and timely completion of required paperwork and system information.
- Participate in monthly call night activities through outbound calling efforts.
- Recommend alternative solutions and courses of action to existing and potential members who do not currently qualify for loans or other services.
- Maintain confidentiality and comply with credit union policies and government regulations.
- Perform initial quality control assessments on loan and account documentation.
- Assist the Member Care Center with answering calls during times of high call volume.
- Demonstrate a positive attitude, exceptional team player qualities, and strong relationships with other areas of the credit union.
Requirements:
- 1+ years of sales experience, preferably in a credit union.
- Ability to develop and execute action plans, possess a thorough knowledge of credit union operations, and keep current with industry trends and changes in regulations.
- Sensitive to the credit union philosophy and understands the difference between a credit union and a bank.
Physical Requirements:
- Occasional lifting, moving, or adjusting objects up to 20 pounds.
- Constant communication with others through various channels, including verbal, email, and chat.
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