Senior Financial Services Representative

3 weeks ago


Reseda, California, United States Premier America Credit Union Full time
Job Summary

We are seeking a highly skilled and experienced Senior Financial Services Representative to join our team at Premier America Credit Union. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our members, providing exceptional customer service, and helping them achieve their financial goals.

Key Responsibilities:

  • Develop and maintain a deep understanding of our members' financial needs and goals.
  • Provide personalized financial guidance and recommendations to help members achieve their financial objectives.
  • Work closely with members to understand their financial situations and provide tailored solutions to meet their needs.
  • Collaborate with internal teams to ensure seamless delivery of financial services and products.
  • Stay up-to-date on industry trends and developments to provide expert advice to members.

Requirements:

  • High school diploma or equivalent required; bachelor's degree preferred.
  • Minimum of 2 years of experience in financial services or a related field.
  • Proven track record of success in building and maintaining strong relationships with clients or members.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and adapt to changing priorities.

What We Offer:

  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


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