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.
Recommended Jobs
MD, Control Operations Center (Fort Worth)
Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the b…
Video Repair Associate (EL PASO)
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. **June 19, 2026** Are you a tech-savvy problem solver? Do …
Senior Manager, Software Development Engineering: Lodging Booking Platform
Expedia Group brands power global travel for everyone, everywhere. We design cutting-edge tech to make travel smoother and more memorable, and we create groundbreaking solutions for our partners. Our…
Flight Nurse (Richmond, TX)
About the Opportunity: Join us as a Flight Nurse and be part of a leading air ambulance team dedicated to moving communities to health with the highest safety standards. With 80+ bases nationwide, w…
Field Superintendent
Essential Duties and Responsibilities: Responsible for verifying site is ready for installation Collect and process material shortages Review and coordinate/correct stone, stainless and millw…
Maintenance Tech - Millwright
VLS Environmental Solutions, LLC , is a recognized leader in providing sustainability solutions, with three divisions providing industry-leading services. With a mission to innovate solutions to mee…
Remote Customer Success Advisor | Agency Builder Track | Unlimited Income
The Corham Agency | Financial Advisory is a growing life, health, and financial services agency focused on educating and empowering individuals and families to make informed decisions about their fin…
Senior Database Engineer - Distributed Data Systems, Automation & Cloud Modernization
Senior Database Engineer – Distributed Data Systems, Automation & Cloud Modernization Position Description CGI is seeking to hire a Sr. Database Engineer experienced in Modernizing enterprise sc…
Speech Pathologist (SLP)
BlueCloud Staffing is hiring a warm, student-focused SLP for a full-time role in Abilene, Texas. Â Responsibilities: Â Provide speech-language therapy aligned with IEP goals. Conduct nec…
Warehouse Clerk
Opening its doors over 45 years ago, FSSI is a leading document outsourcing company servicing Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. FSSI…