Financial Services Representative I
1 week ago
As a vital member of our team at My Community Credit Union, the Financial Services Representative I plays a crucial role in delivering exceptional service to our members. This position encompasses a variety of responsibilities aimed at supporting our members' financial needs.
Key Responsibilities:- Loan Support:
- Facilitate loan interviews to assess member needs.
- Collect and document necessary information for the underwriting process.
- Promote and sell loan-related products to enhance member satisfaction.
- Finalize and close approved loan applications efficiently.
- Member Engagement:
- Manage the opening and closing of member accounts.
- Provide guidance on various financial products and services.
- Address and resolve member inquiries and concerns promptly.
- Service Promotion:
- Identify opportunities for cross-selling additional services.
- Recommend suitable products to meet member needs.
- Carry out a range of administrative duties to support daily operations.
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Financial Services Representative
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Financial Services Representative
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