Senior Financial Services Representative

3 weeks ago


Woodland Hills, California, United States Premier America Credit Union Full time
Job Description

We are seeking a highly skilled Senior Financial Services Representative to join our team at Premier America Credit Union. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our members, providing them with personalized financial solutions to meet their needs.

Key Responsibilities:

  • Develop and maintain a deep understanding of our members' financial goals and objectives.
  • Provide expert advice on a range of financial products and services, including loans, deposits, and investment options.
  • Work closely with our members to identify their financial needs and develop tailored solutions to meet those needs.
  • Collaborate with our sales team to achieve sales goals and exceed member expectations.
  • Stay up-to-date with industry trends and developments to ensure our members receive the best possible service.

Requirements:

  • High school degree or equivalent.
  • Minimum of two years of banking experience.
  • Proven track record of success in sales and customer service.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

About Us:

Premier America Credit Union is a leading financial institution with a rich history of serving our members. We are committed to providing our members with the best possible service and support, and we are seeking a talented individual to join our team.



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