Financial Services Representative

2 weeks ago


Mitchell, Indiana, United States Hoosier Hills Full time
Job Overview

As a Member Advisor at Hoosier Hills Credit Union, you will play a pivotal role in delivering exceptional member service. Your primary responsibility will be to establish and nurture relationships with members, ensuring they receive personalized advice and guidance on a range of financial needs.

Key Responsibilities
  • Deliver Exceptional Service: Conduct transactions with precision and efficiency, from teller functions to loan processing.
  • Provide Financial Guidance: Offer insightful budget counseling and financial advice tailored to individual member needs.
  • Ensure Compliance: Follow procedures for daily operations and stay updated with regulatory requirements.
  • Build Trusted Relationships: Act as a reliable resource, resolving issues from start to finish with professionalism and care.
  • Achieve Sales Goals: Proactively engage in referral and cross-selling opportunities to meet and exceed sales and service targets.
Requirements
  • Educational Background: High school diploma or equivalent required.
  • Relevant Experience: 1-2 years in a retail or customer service role in the financial industry with cash handling and clerical experience.
  • Expert Knowledge: Strong grasp of retail and Credit Union products and services, with a proven track record in sales and service excellence.
  • Lending Knowledge: Loan training and an understanding of lending principles are preferred.
  • Top-Notch Communication Skills: Outstanding verbal and written communication that makes every interaction impactful.
  • Professional and Positive Attitude: A professional demeanor, and a can-do attitude that shines through.
  • Analytical and Judicious: Ability to analyze data and make informed decisions in various situations.
  • Relationship Builder: Skill in maintaining positive relationships with management, peers, and vendors.


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