Financial Services Representative
4 weeks ago
As a Financial Services Representative at North Island Credit Union, you will play a key role in providing exceptional member service and sales support to our members. Your primary responsibility will be to develop and maintain strong relationships with our members, identifying their financial needs and providing them with tailored solutions to meet those needs.
Key Responsibilities:
- Develop and maintain strong relationships with members to identify their financial needs and provide them with tailored solutions.
- Provide exceptional member service, responding to member inquiries and resolving any issues in a timely and professional manner.
- Originate and fund consumer loans, recommending appropriate products and services to members.
- Develop and implement sales strategies to meet or exceed monthly sales goals.
- Participate in business development activities, including attending onsite events and developing new member relationships.
Requirements:
- High school education or equivalent.
- Two to three years of experience in a financial institution, preferably in new accounts, sales, and consumer loan origination.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales goals.
Working Conditions:
This position is performed in a general office environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
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