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Financial Services Representative

2 months ago

Augusta, Maine, United States PENFED Credit Union Full time

About the Role at PenFed

At PenFed, our mission is to empower our members to achieve their financial goals. We are committed to providing our members with the tools and resources necessary for financial success. Our culture at PenFed embraces every member as part of our community, emphasizing the importance of competitive offerings and benefits for all dedicated individuals with aspirations.

We are currently looking for a Retail Banker to enhance our team. In this role, you will be instrumental in building member relationships by delivering customized financial solutions tailored to their specific needs. You will also receive comprehensive training to manage cash transactions with precision and efficiency.

Key Responsibilities:

  • Drive success by exceeding performance targets in a member-centric, results-driven atmosphere.
  • Exhibit outstanding interpersonal abilities to engage in meaningful dialogues, demonstrating genuine interest in fostering relationships and providing tailored service.
  • Showcase strong member service skills, resolve issues independently, and escalate matters when necessary to ensure member satisfaction.
  • Leverage innovative solutions to meet the diverse financial needs of our members, including home financing, wealth management, financial literacy, and debt relief.
  • Forge strong connections with colleagues, partners, and internal networks through collaborative efforts.
  • Demonstrate commitment and enthusiasm in enhancing the financial well-being of members by promoting and clarifying various PenFed loan and savings products.
  • Exhibit initiative and a readiness to continuously learn and adapt to changing demands.
  • Assist members throughout the loan process, from application submission to fund disbursement.
  • Maintain awareness of the competitive landscape within the financial services sector.
  • Exhibit strong organizational skills to effectively manage multiple responsibilities.
  • Provide support for cash transactions based on member needs to ensure exceptional service delivery.
  • Assist other branches as needed, including working flexible hours.
  • Demonstrate proficiency in utilizing internal PenFed systems to support member and business requirements.
  • Contribute to various PenFed initiatives aimed at fulfilling member and business objectives.
  • If certified as a Notary Public, fulfill responsibilities related to providing Notary Services in accordance with state regulations.
  • Offer inbound call support when required.

Qualifications:

  • Associate Degree in a relevant field such as business management, administration, or finance.
  • A minimum of two (2) years of successful sales experience.
  • At least six (6) months of experience in cash handling.
  • A background in financial services with knowledge of industry products and solutions.
  • Preferred qualifications include Notary Public certification, bilingual skills, and prior experience in phone-based customer service.

Work Environment:

This role typically involves working in an indoor office setting with moderate noise levels.

Travel Requirements:

Some positions may necessitate travel to various locations and being on-call.

About PenFed:

Founded in 1935, PenFed is one of the largest financial institutions in the nation, serving over 2.8 million members and managing over $36 billion in assets. We are dedicated to equal opportunities in housing and offer a comprehensive benefits package, including healthcare options, generous vacation time, 401k matching, on-site fitness centers, and more.

Equal Employment Opportunity at PenFed:

PenFed is committed to maintaining personnel policies that prohibit discrimination, harassment, or retaliation based on various factors. We strive for inclusivity in all aspects of employment, from recruitment to compensation, promotions, and beyond. Qualified individuals with disabilities will be reasonably accommodated unless it poses significant challenges to the organization. For any inquiries or accommodation requests, please contact our human resources department.