Financial Services Representative
5 days ago
We take pride in our heritage as a financial institution that has been committed to the credit union philosophy of 'people helping people' for over a century.
As a cooperative financial institution, our success depends on the success of our members. We have created a work environment that rewards dedicated employees with benefits to help them achieve their personal and professional best.
- You will have the opportunity to do what you do best every day
- Your opinions will count
- Your fellow employees are committed to quality
- Your job is important
- You are directly connected to the company's mission
- You will have opportunities to learn and grow
- You have an opportunity- and a duty- to serve your community through volunteerism
While demonstrating Organizational Excellence, you will be responsible for the following outcomes:
- Provide best in market service to the membership
- Offer products, services and financial solutions to the membership
- Meet cross-sell, deposit and loan production goals
- Accurately process deposit and loan accounts for the membership
- High school diploma required, with three to five years' experience as a customer service representative in either a retail establishment or financial institution in which sales was a function of the job
- One year experience as a customer service representative with a financial institution
- Proven track record in loan origination, sales and member service
- Knowledge of financial deposit and loan products
- Proven ability to prioritize tasks, demonstrate time management, apply analytical/problem solving skills
- Excellent written and verbal communication skills required
- Present a professional image to the member and the community
- Computer experience required with knowledge of Microsoft Office
- Ability to take on varied assignments and work flexible schedule, including Saturdays
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