Senior Banking Consultant

4 days ago


Miami, Florida, United States We Florida Financial Full time
Job Summary

We are seeking a highly skilled and experienced Senior Banking Consultant to join our team at We Florida Financial. As a key member of our banking department, you will be responsible for providing exceptional customer service, promoting and selling our Credit Union services and products, and utilizing your technical skills to maintain/updating knowledge.

About the Role

This is a high visibility/high volume position that requires the ability to make decisions within established guidelines, work within a sales environment, and be a team player in an organization that values teamwork. You will have the opportunity to advance your career by progressing through three levels of job advancement, with each level requiring proficiency in one or more areas such as teller services, back-office duties, or service delivery coordination.

Main Responsibilities
  • Meet established sales goals for WFF products and services
  • Produce sales referrals for new accounts and loans as assigned
  • Utilize empowerment matrix to drive sales and growth
  • FOLLOW WFF's service guidelines to deliver exceptional customer service
  • Possess thorough knowledge of all products and services offered by WFF
  • Explain Credit Union products/services to members and promote cross-selling opportunities
  • Refer members to appropriate departments as required
  • Process member account inquiries and respond to member problems in a timely manner
  • Assist in end-of-day processing and adhere to work environment maintenance standards
Key Requirements
  • High school level of language, math, and reasoning skills
  • Two years' experience in a related field with equal responsibilities
  • Formal training supplemented with continuing internal and external education and self-development programs
  • Ability to communicate verbally with staff, members, and vendors
  • Manual dexterity to perform computer-related input and physical mobility to stand for long periods of time
Salary Information

The estimated salary for this position is around $65,000 - $80,000 per year, depending on location and experience. Please note that this is an estimate and may vary based on individual circumstances.



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