Financial Services Specialist

1 week ago


Livermore, California, United States Sandia Laboratory Federal Credit Union Full time
Job Summary

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
Member Service Duties
  • 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
Financial Sales Duties
  • 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
Requirements
  • 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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