Financial Services Representative

1 week ago

Idaho Falls, Idaho, United States Westmark Credit Union Full time
Job Summary

The Member Advisor is a dynamic and multifaceted role that combines the responsibilities of a teller, personal banker, and lending specialist to deliver comprehensive financial services to our members.

This position requires a proactive and friendly individual who can handle a variety of tasks, from processing transactions to offering financial advice and lending solutions.

The Member Advisor assists with coaching and mentoring peers and plays a key role in enhancing member relationships and contributing to the overall success of the credit union.

Key Responsibilities
  • Proactively interact with members to build relationships of trust.
  • Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
  • Assist members with account inquiries, transaction processing, and problem resolution in a timely and professional manner.
  • Educate members about credit union products and services, helping them make informed financial decisions.
Teller Functions
  • Accurately process member transactions, including deposits, withdrawals, transfers, and payments.
  • Properly handle cash and negotiable instruments and maintain accurate records of transactions.
  • Adhere to security and compliance protocols to ensure the safety and confidentiality of member information.
Sales and Referrals
  • Identify opportunities to cross-sell and upsell credit union products and services, such as loans, credit cards, and savings accounts.
  • Refer members to specialized financial advisors for more complex financial needs.
  • Participate in promotional campaigns and community events to attract new members.
Account Opening and Maintenance
  • Open new accounts, including checking, savings, IRA, and Term Certificate accounts.
  • Assist members with account maintenance tasks, such as updating personal information and setting up online banking.
Lending Responsibility
  • Guide members through the loan application process, explaining terms, conditions, and requirements for various consumer loan products.
  • Maintain thorough knowledge of lending regulations and compliance requirements.
  • Ability to explain and sell loan insurance products.
  • Finalize system-approved loans and approve loans within defined lending authority.
  • Seek approval for loans outside of underwriting authority and collaborate to assist the member in finalization.
Problem Resolution
  • Handle member complaints and issues with patience and professionalism, working to resolve them effectively.
  • Collaborate with cross-functional teams to resolve member questions and discrepancies and to provide effective problem resolution.
  • Escalate complex issues to the appropriate department or supervisor as needed.
Compliance and Risk Management
  • Ensure all transactions, member interactions, and lending activities comply with Westmark policies, procedures, and regulatory requirements.
  • Stay informed about changes in banking regulations and industry standards.
Requirements
  • High School diploma or equivalent, Associate or Bachelor's degree preferred.
  • At least 1 year of customer service and sales experience, prior banking experience preferred.
  • General knowledge of financial products, services, and lending regulations.
  • Excellent interpersonal and communication skills.
  • Ability to multitask and work efficiently in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Proficiency in computer applications including MS Office.
  • Commitment to providing outstanding member service and maintaining member confidentiality.
  • Ability to attain and continue NMLS Certification.

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