Client Financial Advisor
2 weeks ago
As a Client Financial Advisor at Argent Federal Credit Union, you play a crucial role in our operational framework. Your enthusiasm for delivering outstanding customer service reflects our commitment to being a reliable financial partner for our members and supporting the welfare of our community.
The primary objective of this position is to cultivate and strengthen the complete member relationship, from the initial account setup to the promotion of various services available through the credit union.
Key Responsibilities:
- Demonstrate professionalism and integrity in all interactions.
- Efficiently navigate various systems while assisting members and processing financial transactions.
- Utilize active listening skills to understand member needs.
- Promote credit union products, services, and special offers.
- Achieve or surpass designated performance benchmarks.
Essential Skills:
- Background in banking, finance, or cash handling is advantageous.
- Ability to prioritize tasks and manage multiple responsibilities.
- Capability to handle confidential information with care.
- Strong verbal and written communication abilities.
- Demonstrated history of providing excellent customer service.
- Meticulous attention to detail.
Qualifications:
- High School Diploma or equivalent required.
- Prior experience in customer service and/or cash handling is preferred.
- At least one year of experience in a credit union or banking environment is desirable.
Become a valued member of the Argent Federal Credit Union family, where employee care is paramount.
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