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Financial Services Representative

2 months ago

Bothell Washington, United States Harborstone Credit Union Full time
Job Summary

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Harborstone Credit Union. As a key member of our branch team, you will play a critical role in helping our members achieve their financial goals and objectives.

Key Responsibilities
  • Build and maintain strong relationships with members, providing personalized financial guidance and support.
  • Proactively identify and refer members to relevant financial products and services, ensuring they have access to the tools and resources needed to achieve financial success.
  • Collaborate with internal teams to develop and implement effective sales strategies, driving growth and revenue for the credit union.
  • Stay up-to-date on industry trends and developments, leveraging this knowledge to provide expert advice and guidance to members.
  • Ensure compliance with all relevant laws, regulations, and credit union policies, maintaining the highest standards of professionalism and integrity.
Requirements
  • High school diploma or equivalent required; relevant education or experience in finance or a related field preferred.
  • Strong communication and interpersonal skills, with the ability to build rapport with members and colleagues alike.
  • Proven ability to work in a fast-paced environment, prioritizing tasks and managing multiple responsibilities with ease.
  • Knowledge of financial products and services, including credit cards, loans, and deposit accounts.
  • Ability to work independently and as part of a team, demonstrating a strong commitment to collaboration and teamwork.
What We Offer
  • A competitive salary and benefits package, including medical, dental, and vision coverage.
  • Opportunities for professional growth and development, including training and education programs.
  • A dynamic and supportive work environment, with a focus on teamwork and collaboration.
  • A comprehensive onboarding program, ensuring a smooth transition into the role.