Financial Services Representative
6 days ago
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.
- 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.
- 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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