Financial Services Representative
4 weeks ago
About the Role:
We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional service to our members, helping them achieve their financial goals, and promoting our products and services.
Key Responsibilities:
- Educate members on how to optimize our services to meet their individual needs
- Perform duties and responsibilities with regard to opening and processing changes on various account types, including Savings, Checking, Certificate, Retirement, Legal, and Business Accounts
- Oversee the consumer loan process following approved guidelines
- Create meaningful relationships with members through excellent service and face-to-face interaction
- Support your team by taking initiative to meet our growth objectives
Requirements:
- You are passionate about helping others, member-centric, and goal-driven
- You have an understanding of account opening, lending, and other financial products
- You are comfortable having conversations and making recommendations
- You seek new ways to serve others in your community, are innovative, and thrive on challenges
- You work well with others, even when things don't go as planned
- You enjoy a fast-paced environment and can multi-task
- You have 1-3 years' experience working in a financial institution (required)
- You have a High School degree or GED (required)
What's in it for You:
- Competitive wages (minimum $20 per hour, Saturday pay for hours worked)
- Opportunity to grow by receiving constructive guidance and mentorship
- Development opportunities through our career pathway in branches
- Participation in giving back to our communities through volunteering, community events, and company-wide campaigns
- Great benefits, including affordable healthcare, up to 6% 401K contribution, tuition reimbursement, and generous PTO
We are an equal opportunity employer and welcome applications from diverse candidates. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
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