Financial Solutions Specialist

2 days ago


Greenville, South Carolina, United States Carolina Foothills Federal Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Solutions Advisor to join our team at Carolina Foothills Federal Credit Union. As a key member of our staff, you will provide exceptional service to our members, assisting with financial transactions, opening new accounts, and offering expert advice on credit union products and services.

Key Responsibilities
  • Provide financial transactions for members in a timely and accurate manner, including cashing checks, withdrawing funds, and processing loan payments.
  • Open new accounts, process necessary information, and educate members on available services and products.
  • Assist members with loan-related questions, identify needs, and cross-sell related loan services.
  • Answer deposit-related questions, identify member needs, and cross-sell related deposit products and services.
  • Perform a wide range of customer services, including opening and closing shared certificates, maintaining safe deposit boxes, and processing credit card and loan applications.
  • Use every member contact as an opportunity to advise on additional services or programs that may benefit them.
  • Set up auto transfers and sign members up for ACH transfers and wires.
Requirements
  • Two to five years of similar or related experience, including time spent in preparatory positions.
  • High school degree or GED required.
  • Courtesy, tact, and diplomacy are essential elements of the job.
  • Ability to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs.
  • Must be capable of climbing/descending stairs in emergency situations.
  • Must be able to operate routine office equipment, including telephone, copier, facsimile, and calculator.
  • Must be able to work extended hours whenever required or requested by management.
Working Conditions

Must be able to routinely perform work indoors in a climate-controlled shared work environment with moderate noise.

Language

English



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