Financial Solutions Specialist

1 month ago


Gaffney, 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 accurate and efficient financial transactions for members, including cashing checks, withdrawing funds, and loan payments.
  • Assist members with deposit-related questions, identify their needs, and cross-sell related deposit products and services.
  • Answer loan-related questions, identify member needs, and cross-sell related loan services, taking applications and assisting with the loan origination process.
  • Open new accounts, process necessary information, and educate customers on available services and products.
  • Provide a wide range of customer services, including shared certification and other account servicing processes.
Requirements

To be successful in this role, you will need to have a complete knowledge of all credit union products and services, as well as excellent communication and interpersonal skills. Bilingual skills are a plus, as you will be working with a diverse membership base.

We offer a competitive salary range of $17.27 (USD) hourly onwards, and a dynamic work environment that values teamwork and professional growth.



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