Financial Service Representative

1 week ago


Davis, California, United States Yolo Federal Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Service Representative to join our team at Yolo Federal Credit Union. This role is perfect for individuals who thrive in fast-paced environments and are passionate about providing exceptional customer service.

About the Role

This position will be responsible for delivering top-notch financial services to our members, building strong relationships with them, and helping them achieve their financial goals. The ideal candidate will possess excellent communication skills, a keen understanding of financial products, and the ability to work independently in a dynamic setting.

Key Responsibilities:
  • Provide personalized financial services to members, including conducting transactions, opening new accounts, and cross-selling relevant products.
  • Develop and maintain a deep understanding of our credit union's products and services, ensuring that members receive expert advice and guidance.
  • Build strong relationships with members through regular communication, active listening, and empathy.
  • Collaborate with colleagues to achieve sales targets, identify new business opportunities, and drive revenue growth.
  • Stay up-to-date with industry trends, regulatory requirements, and product developments to provide informed advice to members.
Requirements:

To succeed in this role, you will need:

  • A high school diploma or equivalent, along with a minimum of one year's experience in a customer-facing role.
  • Strong communication and interpersonal skills, with the ability to build rapport with members from diverse backgrounds.
  • Excellent analytical and problem-solving skills, with the ability to interpret financial data and make informed recommendations.
  • The ability to work effectively in a fast-paced environment, prioritizing tasks, and managing multiple responsibilities.
About Us

Yolo Federal Credit Union is a leading financial institution dedicated to serving the needs of our community. We offer a competitive salary of $45,000 - $60,000 per year, depending on experience, plus benefits and opportunities for career advancement.



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