Financial Services Representative

4 weeks ago


Midland, Texas, United States My Community Credit Union Full time
Job DescriptionAs a Financial Services Representative at My Community Credit Union, you will play a vital role in assisting members with their financial needs. Your primary responsibilities will include assisting members with loan requests, conducting loan interviews, gathering and documenting pertinent data, and cross-selling appropriate loan-related products. You will also be responsible for assisting members with all aspects of Member Service, including opening accounts, servicing and closing accounts, and advising members on credit union products and services. Additionally, you will actively promote and provide product guidance to members, identifying cross-sell opportunities and successfully presenting and placing appropriate services that meet member needs.

Key Responsibilities
  1. Assist members with loan requests, including conducting loan interviews, gathering and documenting pertinent data, and cross-selling appropriate loan-related products.
  2. Assist members with all aspects of Member Service, including opening accounts, servicing and closing accounts, and advising members on credit union products and services.
  3. Actively promote and provide product guidance to members, identifying cross-sell opportunities and successfully presenting and placing appropriate services that meet member needs.


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