Financial Services Representative
2 weeks ago
Job Summary:
We are seeking a highly motivated and customer-focused Banker to join our team at CoastHills Federal Credit Union. As a Banker, you will be responsible for identifying the financial needs of our members and providing them with personalized solutions to meet those needs.
Key Responsibilities:
- Prepare and process loan-related transaction requests, both in person and over the phone.
- Actively promote and cross-sell Credit Union services, products, and programs to members.
- Resolve member complaints and errors in a timely and professional manner.
- Accurately operate a variety of office equipment and machines.
- Open new membership and share accounts, and cross-sell products as appropriate.
- Thoroughly understand the features and benefits of Credit Union products, including GAP, MBI, and Debit Cancellation, and promote them to members.
- Assist members in identifying loan and deposit products and follow appropriate procedures.
- Perform advanced problem resolution and account adjustments.
- Perform duties as a Membership Officer as prescribed under Policy 1150 of the Credit Union Policy Manual.
- Maintain current job knowledge of Credit Union policies, procedures, and services.
- Makes outbound calls to initiate and process new loan and deposit products from new and existing members.
- Reviews credit reports to identify opportunities and cross-sell additional loan and ancillary products.
- Assists in coaching and development of other branch employees.
- Performs MSO 1, MSO 2, and MSO 3 – Operations Specialist duties as needed.
Qualifications:
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education and Experience:
High school diploma or equivalent.
Two years of progressive sales and cross-selling experience in a financial or retail environment.
Certificates, Licenses and Registrations:
None.
Knowledge:
Within six months of hire:
Successful completion of core competencies certification.
Successful completion of Member Services Officer 2 certification.
Knowledge of consumer loans, including processing and funding.
Successful completion of Member Services Officer 3 certification.
Knowledge of Credit Union products and services.
Proficiency in MS Office (especially Word) highly desirable.
Other Skills and Abilities:
Operates a variety of office equipment and machines.
Ability to travel, attend, and participate in training and meetings at various locations.
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