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Financial Services Representative
2 months ago
Sierra Central Credit Union is seeking a highly motivated and customer-focused Financial Services Associate to join our team. As a Financial Services Associate, you will be responsible for providing exceptional member service, promoting credit union services, and achieving sales goals.
Key Responsibilities- Provide accurate, prompt, and professional member service while promoting credit union services.
- Actively participate in branch efforts to meet or exceed assigned production goals.
- Communicate effectively with a wide range of personality types, both verbally and in writing.
- Work well under pressure, meeting multiple and sometimes conflicting deadlines.
- Adapt to changing member service requirements, including scheduling flexibility, self-motivation, and ability to multi-task on different levels.
- Participate in activities assigned by Branch Vice President and/or Operations Managers to achieve branch and/or individual sales goals.
- Perform accurate complex input/output functions on credit union computer systems related to account, loan, and general ledger postings.
- Travel to other branches as business needs dictate, sometimes on short notice.
- Attend training classes at different locations.
- Demonstrate cooperative behavior with colleagues and supervisors at all times.
- Provide accurate, prompt, courteous, and efficient service to credit union members.
- Maintain a satisfactory performance record, including balancing, attendance, and sales referrals.
- Perform daily duties in compliance with established policies, procedures, and guidelines.
- Inform members about additional credit union products and services.
- Achieve assigned individual sales goals and actively participate in all branch efforts to meet or exceed assigned production goals.
- Maintain security of all cash, deposited items, and negotiable instruments.
- Answer the telephone in accordance with established phone answering sequence, using an established greeting and adhering to a service quality script.
- Ensure that each interaction with members and co-workers is polite, professional, and respectful at all times.
- Complete required training courses per the Training Development Department or as specified by SVP/RVP.
- High school diploma or equivalent is required.
- Familiarity with basic computer functions and programs is necessary.
- Previous cash handling experience and working knowledge of Microsoft Office programs are preferred.
- Successful completion of required training courses per the Career Path Program is required.
