Financial Services Representative

4 weeks ago


Allen, Texas, United States InTouch Credit Union Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Services Representative to join our team at InTouch Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, identifying and recommending products and services, and meeting or exceeding sales and service goals.

Key Responsibilities
  • Greet and welcome members and visitors to the Credit Union in a prompt and professional manner.
  • Identify and recommend products and services based on the member's financial needs.
  • Contact prospective members, businesses, and community groups to present information on available products and services.
  • Attend community organization meetings to develop new business and create awareness of the credit union.
  • Meet or exceed sales and service goals.
  • Maintain open lines of communication with Branch Manager, Assistant Branch Manager, and all staff.
  • Facilitate requests of members and visitors within guidelines established by policies, procedures, and regulations.
Requirements
  • High school degree or equivalent.
  • Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
  • A minimum of one year of experience in the financial industry is required, one year of customer service preferred.
  • Working knowledge of Microsoft Office and Windows.
  • Basic knowledge of software applications.
  • Compliance with Federal Bank Secrecy and Money Laundering rules required.


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