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Lending and Financial Solutions Expert

3 weeks ago


New Hartford, New York, United States First Source FCU Full time
Lending and Financial Solutions Expert Job Description

This position at First Source Federal Credit Union offers an exciting opportunity to provide exceptional member service and promote the credit union's lending philosophy and values. As a Lending and Financial Solutions Expert, you will be responsible for building long-term relationships with members, identifying opportunities to improve their financial lives, and selling credit union products and services using a needs-based sales approach.

Responsibilities

  • Develop and maintain relationships with members, understanding their financial needs and providing personalized solutions.
  • Sell credit union products and services, meeting and exceeding sales targets while maintaining high-quality standards.
  • Collaborate with other departments to ensure seamless delivery of services and products to members.
  • Participate in ongoing training and development to stay up-to-date on industry trends and best practices.

Requirements

  • An estimated annual salary of $55,000-$80,000 reflects the expertise and qualifications required for this role.
  • A minimum of 3-5 years' work experience or a related business degree is preferred, along with strong computer skills and the ability to work flexible hours, including Saturdays as needed.