Financial Services Representative
2 weeks ago
Position: Universal Banker
Type: Full-Time
Department: Member Services
Overview: Nizari Progressive Federal Credit Union is looking for a dedicated and skilled Universal Banker to join our team. This role is pivotal in fostering strong relationships with our members and assisting them in reaching their financial aspirations.
Role Responsibilities:
- Maintain and enhance member relationships by identifying their financial needs and providing tailored solutions.
- Facilitate the opening of new accounts, processing loan applications, and assisting with investment inquiries.
- Deliver exceptional member service while achieving sales objectives and promoting our financial products and services.
- Collaborate effectively with team members to ensure compliance with credit union policies and procedures.
- Support teller operations and provide coverage across branches as needed.
Key Duties:
- Ensure all services comply with established policies and legal standards.
- Document member interactions and service requests accurately.
- Proactively identify opportunities to enhance members' financial well-being.
- Meet monthly targets for new accounts and loan production as set by management.
- Process transactions accurately, including deposits and withdrawals, while maintaining balanced operations.
- Conduct thorough checks on cash and checks to prevent fraud.
- Cross-sell financial products and services to meet member needs.
- Represent Nizari at community events and trade shows.
Qualifications:
- Knowledge: Familiarity with consumer financial products and services.
- Experience: Previous experience in a full-service financial institution is preferred.
- Skills: Strong organizational skills, attention to detail, and proficiency in relevant computer applications.
- Ability to work collaboratively in a team environment.
- Bilingual in English and Urdu/Hindi is a plus.
Compensation and Benefits:
- Competitive salary with comprehensive benefits.
- Paid Time Off (PTO)
- 401K retirement plan
- Tuition reimbursement
- Medical and dental insurance
- Employee loan discounts
- Bonus opportunities
About Us: Nizari Progressive Federal Credit Union is a member-owned financial institution dedicated to serving our community with integrity and excellence.
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