Relationship Banker
7 days ago
Clearview Federal Credit Union is seeking a skilled Financial Services Representative to join our team. As a trusted advisor, you will play a key role in providing exceptional member experiences and promoting Clearview products and services.
Key Responsibilities:- Provide accurate and timely information to members regarding their accounts and financial needs
- Develop relationships with members through engaging interactions and education on credit union products and services
- Identify and seize sales opportunities to increase cross sales and promote Clearview products
- Process new accounts, update account information, and maintain thorough knowledge of loan policies and underwriting guidelines
- Request and review credit reports to identify additional loan opportunities and provide rate quotes for all loan and savings products
- Process transactions and maintenance on member accounts, and review and follow Teller Policies and Procedures
- Assist members with problems and complaints, and provide resolutions
- Mail requested information and forms, and ensure delivery and follow-up of new accounts, loan applications, and problems daily
- Participate in departmental campaigns and programs to achieve individual and team goals
- Partner with the community through charity to support fundraising and volunteering
- Attend training sessions and meetings, and remain current in policies, practices, trends, technology, and information affecting the organization
- Lifelong learning through classes, seminars, in-house training, and online resources
- High school diploma or equivalent required
- Minimum six months of similar or transferrable experience required
- Excellent member service skills and ability to build relationships through sales and service
- Excellent communication skills in person and on telephone
- Above average knowledge of credit union products and services, and demonstrated cross-selling skills
- Possess good analytical skills, and proficient computer skills
- Detail oriented, and able to maintain accuracy in a fast-paced environment
- Ability to work flexible hours based on operational needs
Clearview values diversity in its workforce and is proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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Relationship Banker
7 days ago
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