Financial Services Representative

6 days ago


Chicago, Illinois, United States Credit Union 1 Full time
Job Summary

Credit Union 1 is a leading financial institution recognized for its commitment to providing exceptional service and support to its members. We are seeking a highly motivated and professional Financial Services Representative to join our team.

Key Responsibilities
  • Provide financial and account services to members in a confident and professional manner, ensuring efficient operations and exceptional service.
  • Assertively execute cross-selling with members and potential members to increase growth and drive business development.
  • Accurately handle member requests, including deposits, withdrawals, loan payments, new account openings, and member interviews.
  • Assist applicants with consumer and mortgage loan applications, explaining loan programs, options, and requirements.
  • Promote the credit union's products and services based on member need and identifying opportunities for growth.
  • Represent the credit union in a courteous and professional manner, providing prompt, efficient, and accurate service in all areas.
  • Stay abreast of emerging financial trends to better meet members' needs and provide expert advice.
  • Accountable for achieving or exceeding individual sales goals and participating in team sales and referral goals.
  • Maintain knowledge of all Credit Union 1 products, services, procedures, and policy changes.
  • Maintain member confidence and protect credit union operations by keeping information confidential.
Requirements
  • High school diploma or equivalent.
  • Good figure aptitude and attention to detail.
  • Professional manner and appearance.
  • Experience with the public and good communication and member service skills.
  • Proven sales experience or abilities.
What We Offer
  • Excellent benefits package, including medical, dental, and vision insurance.
  • 401(k) retirement and profit-sharing plan.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.


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