Financial Services Specialist
1 week ago
This role is a front-line member-facing position that handles daily financial transactions, analyzes members' needs, and provides consultative selling for our financial products. The ideal candidate will ensure a smooth onboarding and membership experience while upholding the Credit Union's compliance with regulatory standards and delivering exceptional member service.
Key Responsibilities- Process member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
- Process various transactions and answer member account inquiries, maintaining accurate records
- Balance cash drawers at the beginning and end of shifts to ensure accuracy
- Issue cashier's checks, money orders, and bank drafts
- Verify and reconcile daily transactions to maintain accurate records
- Proactively educate members on our products and services
- Resolve any issues and problems faced by members, providing timely and regular updates
- Maintain a high level of professionalism and confidentiality in all member interactions
- Develop and maintain strong relationships with members, understanding their needs and providing tailored financial products and solutions
- Engage with members to understand their financial situations and short-term and long-term financial objectives
- Perform consultative selling to offer personalized products to members to help them achieve their financial goals
- Promote financial products and services that are suitable for members based on their needs
- Excellent interpersonal and communication skills
- Excellent organizational skills and attention to detail
- Strong proficiency with Microsoft Office applications
- Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits
- Minimum one year experience in the financial industry or consultative sales role or related experience
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