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Relationship Banker
2 months ago
The Financial Services Representative is a frontline financial partner that is part of a supportive and dynamic member-focused sales team. As a Financial Services Representative, you'll work in a fast-paced environment processing routine financial transactions for members, engaging in consultative conversations to establish a strong rapport and understanding of their financial needs, and offering tailored products and services to help them reach their financial goals.
Key Responsibilities- Process routine financial transactions for members, including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures.
- Establish and maintain member deposit and loan accounts.
- Provide exceptional member service by promptly addressing member concerns and escalating to leadership when necessary.
- Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams, including insurance, investments, Premier, and mortgage.
- Meet quarterly metrics and service objectives, including campaigns, cross-selling, and referrals, alongside sales targets and incentives to drive and execute on key business goals and initiatives.
- Complete required compliance training within defined timelines and utilize available resources to maintain in-depth knowledge of all current credit union products and services.
- Perform account maintenance activities, including updating member contact and personal information.
- Perform follow-up activities and outbound calls for new and existing members.
- Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred.
- Ability to listen to members' needs and provide tailored product recommendations.
- Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections.
- Excellent verbal and written communication skills; able to express ideas concisely and logically.
- Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment.
- Ability to work in a fast-paced customer service and sales environment without sacrificing accuracy and service.
- Aptitude for learning a variety of computer systems using technology to solve member issues.
- Possesses critical thinking and decision-making skills with attention to detail.
- Working knowledge of Microsoft Office Suite.
- Minimum Education: High School Diploma or equivalent.
- Certification/License: Notary preferred.
- Traditional medical, dental, and vision coverage.
- 401K matching up to 5% per pay period.
- Accrue up to 17 days of Paid Time Off your first year of employment.
- 11 paid federal holidays.
- Special employee pricing on lending products, such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria).
