Financial Services Rep 1

Are you passionate about sales or informing members about our products?

Join our team and look forward to earning monthly incentives as a reward for your success!

• Assists members with loan requests:
  • Conducts loan interviews.
  • Gathers and documents pertinent data necessary for underwriting.
  • Cross-sells appropriate loan related products.
  • Conducts loan closings for applications approved through automated process or by an authorized underwriter.
• Assists members with all aspects of Member Service, including but not limited to:
  • Opening Accounts
  • Servicing and closing accounts.
  • Advises members regarding credit union products and services.
  • Addresses and resolves member concerns (referring issues that are beyond their authority to the Branch Manager).
• Actively promotes and provides product guidance to members.
  • Identifies cross-sell opportunities, successfully presenting and placing appropriate services that meet member needs in each interaction.
• Performs a variety of miscellaneous duties including typing, filing, computer input and assisting with members via telephone.
• Performs other job-related duties as assigned.

Knowledge and Skills:

• Experience
  • Six months to two years of sales, lending, or personal banking experience preferred.
• Education
  • Graduation from an accredited senior high school or equivalent or GED
• Skills
  • A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
  • Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.