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Financial Services Consultant

2 months ago

Glenwood, Minnesota, United States CM Company Full time

CM Company - Financial Services Consultant Position

CM Company is seeking a committed Financial Services Consultant to enhance our member interactions. This role involves engaging with our members through various communication channels, including face-to-face, telephonic, and digital platforms. The core responsibilities encompass educating members, recommending suitable products and services, and efficiently managing member transactions. If you have a passion for delivering exceptional customer service and thrive in a vibrant environment, this position may align with your career aspirations.

Key Responsibilities:

  • Assist members with standard transactions and automated teller machine functions.
  • Provide expert solutions to member inquiries, ensuring a remarkable member experience.
  • Consult with members to ascertain their financial requirements and suggest relevant CM Company products and services.
  • Oversee cash handling operations, including managing ATM transactions and inventory.
  • Promote account services and advocate for digital solutions among members.

Required Qualifications:

  • High school diploma is mandatory; a two-year degree is preferred.
  • Prior experience in customer service and/or sales is advantageous.
  • Notary Public designation is a plus.

Employee Benefits:

  • Opportunities for Training and Development.
  • Programs for Leadership Development.
  • Advancement in Job Levels through training initiatives.
  • Tuition Reimbursement options.
  • Paid Time Off for Volunteer activities.

About CM Company:

CM Company is dedicated to fostering employee growth and cultivating a positive workplace atmosphere. As a member-focused organization, we prioritize fulfilling the aspirations of our members. Our mission is to enrich the lives of our members and the community through strength, service, and growth. With a robust membership base and significant assets, we are committed to serving our communities effectively.

Equal Opportunity Employer