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Financial Services Representative

2 months ago

Salt Lake, Utah, United States Transwest Credit Union Full time
Job Summary

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at TransWest Credit Union. As a key member of our team, you will be responsible for providing exceptional financial services to our members, building lasting relationships, and driving business growth.

Key Responsibilities
  1. Member Engagement: Develop and maintain strong relationships with existing members, understanding their financial needs and providing personalized solutions.
  2. Financial Transactions: Process member financial transactions, including deposits, withdrawals, and loan payments, ensuring accuracy and efficiency.
  3. Product Cross-Selling: Identify opportunities to cross-sell credit union products and services that meet members' needs, driving revenue growth and member satisfaction.
  4. Loan Processing: Evaluate loan applications, conduct interviews, and make informed decisions to approve or decline loans.
  5. Branch Support: Collaborate with the branch manager to achieve business objectives, provide support, and contribute to a positive branch environment.
  6. Member Support: Respond to member inquiries, resolve issues, and provide exceptional customer service to ensure member satisfaction.
Requirements
  1. Education: High School Diploma or equivalent.
  2. Skills: Excellent communication and interpersonal skills, ability to work in a fast-paced environment, and proficiency in Microsoft Excel.
Working Conditions

The ideal candidate will be able to work in a dynamic environment, interact with members, and contribute to a positive team culture. The physical demands of this role include sitting, typing, and standing for extended periods.