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Financial Services Representative
3 weeks ago
The Financial Services Representative will work in a dynamic environment to provide exceptional service to UNIFY's members. This role requires strong communication skills, attention to detail, and the ability to analyze financial needs.
Key Responsibilities:
- Respond to new and existing member inquiries regarding their financial products and services.
- Facilitate the opening of accounts and recommend 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.
- Perform functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines.
About UNIFY
UNIFY is one of the nation's largest 100 credit unions with a reputation for being financially sound and growth-oriented. We're expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, providing superior service to our members.
What We Offer
- Competitive compensation package including an estimated salary range of $55,000 - $70,000 per year.
- A clearly defined career path with promotion opportunities based on performance.
- Three weeks of job-preparedness training.
- A leadership team committed to motivation and a positive environment.
- A culture of inclusivity, belonging and fairness.
- Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives.
- Bilingual and weekend hourly pay differential, where applicable.