Financial Services Representative
3 weeks ago
Estimated Salary: $50,000 - $60,000 per year
About the Role:As a Financial Services Representative at Lake Michigan Credit Union, you will be responsible for serving as the primary point of contact for all retail members. Your role will involve educating and cross-selling members on LMCU products and services that best fit their financial needs. This position requires excellent communication skills, ability to work in a team environment, and a passion for delivering exceptional customer service.
Key Responsibilities:- Provide members with an exceptional level of service by partnering them with products that cater to their financial needs.
- Open and process new accounts, checking products, saving products, loans (unsecured/secured), credit cards, second mortgages, HSA, or IRA accounts with excellent accuracy.
- Build relationships with business partners and successfully refer products to them.
- Help members create a safe financial future by counseling them on financial responsibility and credit.
- One to three years of similar or related experience.
- Excellent written and verbal communication skills.
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Financial Services Representative
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Financial Services Specialist
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