Lead Financial Services Representative

6 days ago


Hawthorne, California, United States SkyOne Federal Credit Union Full time

A rewarding opportunity awaits at SkyOne Federal Credit Union, where you can unlock your full potential as a Lead Financial Services Representative.

Job Overview

SkyOne Federal Credit Union is a dynamic financial institution dedicated to providing exceptional member services and fostering strong relationships. As a key figure in our team, you will play a pivotal role in delivering tailored financial solutions, driving business growth, and elevating the performance of our staff.

Key Responsibilities
  • Process transactions with precision and accuracy, ensuring seamless service delivery.
  • Open new accounts and support loan applications while recommending suitable products and services.
  • Engage in outbound sales calls and solicit new memberships to drive business development.
  • Cross-sell appropriate products to enhance member satisfaction and loyalty.
  • Motivate and train staff to ensure they meet the unique needs of our members effectively.
Requirements

To excel as a Lead Financial Services Representative at SkyOne Federal Credit Union, you must possess:

  • A minimum of one year's experience in a financial institution and one year's sales experience.
  • Proven leadership skills with one year of supervising and/or developing a team.
  • Effective coaching and mentoring abilities.
  • Proficiency in Windows, Word, Excel, and Internet applications.
  • Strong cross-selling skills and excellent member service and telephone communication skills.
  • Thorough knowledge and understanding of financial products and services.
  • Ability to maintain confidentiality and adhere to policies and procedures.
What We Offer

We provide a competitive salary of $65,000 - $80,000 per annum, depending on experience and qualifications, along with opportunities for professional growth and development within a dynamic and supportive work environment.



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