Financial Services Representative

5 days ago


Escondido, California, United States North Island Credit Union Full time
Job Summary

The Financial Service Representative is a key member of our team at North Island Credit Union. This role is responsible for providing exceptional member service, sales, and support to meet the financial needs of our members.

Key Responsibilities
  • Member Experience: Develop and maintain strong relationships with members by providing high-quality sales and service, identifying their financial needs, and assisting them in selecting the appropriate financial products and services.
  • Opens New Accounts: Explain account types, products, and services to members, interview members to determine the best product or service, and comply with all positive identification regulations for establishing new account holders.
  • Originates and Funds Consumer Loans: Recommend products and services to members, conduct interviews to determine loan requests, and cross-sell consumer loan protection products and services.
  • Business Development: Develop existing and new member relationships, expand the client base through business development, on-site events, and community and networking events.
Requirements and Qualifications
  • Abilities: Strong communication skills, excellent member service, proven sales and service results, and strong time management and organizational skills.
  • Knowledge, Education, Certifications, Licenses: High school education or equivalent, knowledgeable in new accounts and lending policies and procedures, solid knowledge of sales and referral techniques, and working knowledge of personal computers.
  • Experience: Two to three years of financial institution experience in new accounts, sales, and consumer loan origination.


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