Financial Services Representative
6 days ago
At TruWest Credit Union, we are seeking a highly skilled Financial Services Representative to join our team. This individual will be responsible for providing exceptional service to our members by assisting with financial needs and promoting credit union products and services.
Key Responsibilities
- Identify member's financial needs through profiling and promote appropriate products and services.
- Manage lobby traffic, provide personalized service, and seek opportunities to exceed member expectations.
- Process product/service/loan applications, interface with members, and complete necessary documentation.
Requirements
- A minimum of one year Teller II or similar related sales experience at a financial institution.
- Good sales and referral abilities, advanced knowledge of TruWest products and services, and basic lending regulations.
- Strong customer service and interpersonal skills, with the ability to work with little or no supervision and complete tasks in a timely manner.
Benefits
We offer a competitive salary of approximately $19.11 per hour, plus benefits including first-day medical, dental, vision, and 401(k) matching. Our comprehensive package also includes paid time off and observance of all federal holidays.
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