Financial Services Representative

7 days ago


Salisbury, North Carolina, United States Premier Federal Credit Union Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Premier Federal Credit Union.

Job Summary:

The ideal candidate will have excellent communication and interpersonal skills, with a proven track record of meeting established goals. As a Financial Services Representative, you will be responsible for building relationships with members, providing personalized financial solutions, and promoting credit union products and services.

Your primary focus will be on lending, where you will work closely with members to understand their financial needs and provide tailored recommendations. You will also be responsible for cross-selling credit union services, adding new relationships to existing accounts, and maintaining strong knowledge of all ancillary products' features and benefits.

Key Responsibilities:
  • Exhibit a thorough knowledge of the credit union's products and services by successfully providing the appropriate product solution for the member.
  • Greet and welcome members and visitors to the credit union in a professional manner, providing prompt, efficient, and accurate service in the processing of transactions.
  • Respond to all inquiries, either in person/phone or other means, to identify member needs in accordance with the credit union service expectations.
  • Solicit all types of new accounts, cross sell credit union services, and add new relationships to existing accounts based on the member needs to meet both credit union and individual goals.
  • Maintain strong knowledge of all ancillary products' features and benefits to make effective recommendations to members and achieve credit union goals.


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