Financial Services Representative

3 weeks ago

Minneapolis, Minnesota, United States TRUSTONE FINANCIAL CREDIT UNION Full time

Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at TruStone Financial Credit Union. As a Financial Services Representative, you will be responsible for providing exceptional customer service and sales of deposit products, loan products, and convenient services to our members.

Key Responsibilities

  • Welcome members into the branch and provide professional service and sales of deposit products, loan products, and convenient services through effective rapport building skills and proficient knowledge.
  • Responsible for attaining established Credit Union and Branch goals through active participation in sales programs.
  • Accurately and efficiently interpret and process a wide variety of financial inquiries, account openings, loan originations, loan closings, loan disbursements, service requests, and transactions.
  • Secure credit union assets, balances transactions, and complete necessary reports.

Requirements

  • An Associate's Degree in Business Administration or a related field, or two years of equivalent work experience.
  • Two years of cash handling experience or experience serving and interacting with customers.
  • Experience recommending products and plans to improve a customer's financial position, preferred.
  • Knowledge of banking and/or credit union regulations, preferred.
  • Highly-developed interpersonal skills, a positive attitude, and a desire to help people.
  • Effective verbal and written communication skills.
  • Good decision-making skills and judgement.
  • Ability to perform calculations and proficiency in basic math skills.
  • Ability to organize and prioritize work and maintain accurate records.
  • A professional and friendly appearance and demeanor.
  • Required to be compliant with the terms and conditions outlined in TruStone Financial's SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).
  • Compliance with the Bank Secrecy Act and all its provisions.
  • Ability to pass a pre-employment drug test and various background checks.
  • Regular and reliable attendance at the workplace.

What We Offer

  • Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you'll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
  • Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks.

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

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