Financial Services Professional

6 days ago


Greenville, South Carolina, United States Carolina Foothills Federal Credit Union Full time
Job Summary: We are seeking a skilled Part-time Financial Solutions Advisor to join our team at Carolina Foothills Federal Credit Union. This role is perfect for someone who enjoys working with people, has excellent communication skills, and is passionate about delivering exceptional member service.

**About the Role:** As a Financial Solutions Advisor, you will be the first point of contact for walk-in members. You will provide a warm welcome, assist members with financial transactions, and help them navigate our products and services to achieve their financial goals. Your expertise will enable you to advise members on how to best utilize our credit union offerings and provide top-notch customer service.

**Responsibilities:*** Provide efficient, accurate, and professional financial transactions for members, including daily needs such as cashing checks, withdrawing funds, and loan payments.* Assist members in opening new accounts, processing necessary information, and educating them on available services and products.* Answer loan-related questions, identify member needs, and cross-sell related loan services, take applications, and assist with the loan origination process.* Help members with deposit-related questions, identify needs, and cross-sell deposit products and services, and assist with account servicing.* Perform various customer services, including opening/closing Shared Certificates, maintaining Safe Deposit Boxes, assisting with checkbooks, processing credit card/loan applications, managing outgoing wires, solving fraud issues, notarizing documents, closing accounts, etc.* Use every member interaction as an opportunity to advise on additional services or programs that might benefit them.* Set up auto transfers and sign up members for ACH transfers and wires.

**Requirements:*** 2-5 years of similar or related experience, including time spent in preparatory positions.* High school degree or GED required.* Excellent interpersonal skills, courtesy, tact, and diplomacy are essential elements of the job.* Ability to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs.* Must be capable of climbing/descending stairs in emergency situations.* Regular, reliable, and timely attendance is mandatory.* Strong ability to read and carry out written instructions, follow oral instructions, speak clearly, and deliver information in a logical and understandable sequence.* Basic financial calculations with accuracy are expected.* Capability of dealing calmly and professionally with numerous different personalities from diverse cultures.* Exercising highest levels of discretion on confidential matters is required.

**What We Offer:*** Competitive salary range: $17.27 (USD) hourly onwards* Opportunities for growth and development within a dynamic organization* Collaborative and supportive team environment* Comprehensive training program to enhance your skills and knowledge* Recognition and rewards for outstanding performance* Flexible scheduling to accommodate your needs

**How to Apply:** If you're a motivated individual with excellent communication skills and a passion for delivering exceptional member service, we encourage you to apply for this exciting opportunity.

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