Client Relationship Specialist

2 weeks ago


Washington, Utah, United States Utah First Credit Union Full time
Job Overview

Position: Financial Services Representative

Become a vital part of our team at Utah First Credit Union as a full-time Financial Services Representative. This role is designed for individuals who are dedicated to improving clients' financial health through outstanding service and expertise in financial products. Responsibilities include assisting clients with transactions, establishing new accounts, managing loan applications, and promoting various credit union offerings.

Why Work With Us?

We provide a competitive starting wage ranging from $20 to $22 per hour, based on experience, along with potential bonuses for promoting additional products and services. Our extensive benefits package encompasses health insurance, generous parental and medical leave, substantial paid time off, paid holidays, tuition reimbursement, a 401(k) plan, and continuous training opportunities. Join our supportive team in a modern environment and start a fulfilling career journey.

Daily Responsibilities of a Financial Services Representative

In the role of a Financial Services Representative, you will excel at building strong relationships with clients while facilitating loan transactions tailored to their needs. Your responsibilities will include processing a variety of financial transactions, managing cash flow, assisting clients both in-person and via phone, and achieving monthly loan targets. Your dedication to delivering exceptional customer service and commitment to ongoing professional growth will ensure your success in this position.

Qualifications

Applicants should possess a high school diploma or equivalent, be at least 18 years old, and have prior experience in customer service and financial services. Knowledge of consumer lending and cash handling is essential.

If you are customer-oriented, service-driven, and motivated to succeed both independently and collaboratively, we encourage you to consider joining Utah First Credit Union, a community-focused organization with a rich legacy.

About Us

At Utah First Credit Union, we are dedicated to positively impacting the lives of our clients, employees, and the communities we serve. Our mission focuses on community involvement and nurturing strong relationships.

Join Our Team

If you are interested in pursuing a rewarding career as a Financial Services Representative, we invite you to complete our brief application. Utah First Credit Union is an Equal Opportunity Employer, committed to adhering to federal employment regulations.

Job Posted by ApplicantPro

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