Financial Services Consultant
2 weeks ago
PRIMARY FUNCTION:
Engaging with members through various channels including phone, mail, in-person visits, and special events. The Financial Services Consultant offers account and loan assistance, which encompasses initiating new accounts, evaluating, approving, and distributing loan requests, conducting credit report and tax documentation assessments, and suggesting all relevant credit union offerings to members who require support.
Additional responsibilities may include:
document management, record keeping, aiding the Collections team with overdue accounts, monitoring insurance requirements, and other tasks as assigned.
REQUIRED SKILLS: A warm and approachable demeanor is essential, along with the ability to welcome members and create a comfortable environment. A Financial Services Consultant must exhibit excellent sales techniques and telephone communication skills, as well as strong organizational and decision-making abilities. This role necessitates the capacity to comprehend and retain intricate details regarding the credit union's offerings and the proficiency to recommend them effectively while fostering member relationships. Proficiency in PC usage within a Windows environment, including keyboard skills, is required.
STARTING SALARY: Commensurate with experience
BENEFITS: Comprehensive Medical, Dental, Vision, Life/Disability/AD&D, Employee Assistance Program, Aflac, 401k with Matching Contributions, Paid Time Off including Vacation/Sick/Float Holidays, and Paid Volunteer Hours.
WORK LOCATION:
Branch Office
PROPOSED SCHEDULE: The typical work hours are from 8:15 a.m. to 5:15 p.m., Monday through Thursday, and 9:00 a.m. to 6:00 p.m. on Fridays.
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