Financial Service Consultant

3 days ago


Glendale, Arizona, United States Credit Union West Full time

Credit Union West, a prestigious financial institution in Arizona, is seeking an experienced Financial Service Consultant to join its team.

The ideal candidate will have a proven track record of providing exceptional member service experiences, offering consultative conversations and sound financial advice. The role involves developing and expanding new and existing relationships, focusing on sales and account maintenance.

Main Responsibilities:

  • Sales and Service (60%): Consistently meet or exceed sales and production objectives by handling member requests, identifying needs, and making recommendations.
  • New Account and Member Maintenance (25%): Open, maintain, and close various types of membership accounts, including savings, checking, certificates, and retirement accounts.
  • Resource and Branch Support (10%): Provide resources to the branch team, act as a lead in the absence of a manager to de-escalate member concerns, and ensure compliance and security protocols are adhered to.

Requirements:

  • A high school diploma or G.E.D.
  • A minimum of 3-5 years of lending experience in a financial institution.
  • NMLS required.
  • Bilingual preferred.

Key Skills and Competencies:

  • Livesthe mission, vision, and core values of the credit union.
  • Able to communicate effectively and tactfully with employees and members both orally and in writing.
  • Demonstrate critical thinking and self-reliance to analyze and solve problems.
  • Effective time management and organizational skills.

Estimated Salary: $55,000 - $65,000 per year, competitive benefits package includes 100% paid health, dental & vision insurance, incentives up to 15%, 401K plan with employer matching funds up to 5%, profit sharing, tuition reimbursement, gym membership reimbursement, paid time off for holidays, vacation, and sick days, diverse and inclusive workplace, and Credit Union West membership and discounts.



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