Branch Counselor

Farmers Insurance Federal Credit Union•Oklahoma City, OK

4d•Onsite

About The Position

At Farmers Insurance Federal Credit Union (FIGFCU), we are dedicated to helping our members achieve their financial goals while supporting the ongoing growth and success of our Credit Union. As a Branch Counselor (BC), you will be at the forefront of providing exceptional in-person service and play a pivotal role in driving business growth through proactive sales and relationship development. In this highly interactive position, you will build lasting relationships by actively engaging with members, identifying their financial needs, and recommending tailored solutions from our comprehensive suite of products and services. You will be empowered to take initiative in generating new business, deepening membership, and consistently exceeding sales targets, all while creating a welcoming and supportive environment for every member. Your consultative approach and commitment to excellence will ensure that members receive the guidance and support they need to achieve financial well-being, making you a key contributor to both member satisfaction and Credit Union success.

Requirements

High school diploma or equivalent required
At least one year of experience in customer service, retail sales, or financial services with a proven record of achieving or exceeding sales or referral goals.
Outstanding communication, active listening, and relationship-building skills.
Ability to thrive in a fast-paced, goal-driven branch environment and balance service excellence with sales objectives.
Proficiency with standard office and point-of-sale technologies.
Passion for helping people achieve financial success, with a strong drive to deliver results and contribute to Credit Union growth.

Nice To Haves

Prior experience in proactive, in-person sales roles, business development, or consultative selling in a financial institution or similar environment.

Responsibilities

Proactively identify and pursue opportunities to grow Credit Union memberships, deposits, and loan portfolios by recommending and cross-selling relevant products and services during in-branch interactions.
Initiate and conduct outbound sales activities, such as targeted outreach to prospective members, follow-ups on referrals, and in-branch promotional campaigns.
Deliver engaging, consultative sales presentations to new and existing members, Select Employer Groups (SEGs), and walk-in prospects to expand relationships and increase product adoption.
Consistently meet or exceed individual sales goals and contribute toward branch sales and production objectives.
Maintain expert-level knowledge of Credit Union products and services to confidently position solutions that address a wide range of member needs.
Provide outstanding, friendly, and efficient in-person service by assisting members with transactions such as deposits, withdrawals, transfers, and loan payments.
Respond to account inquiries and provide information in accordance with Credit Union policies and procedures, including assistance with statements, stop payments, fraud claims, and other account-related needs.
Guide members through the consumer loan process, supporting application completion, documentation collection, and rate determination.
Resolve member issues promptly at the first point of contact to ensure satisfaction and foster member loyalty.
Represent the Credit Union at local community events, employer group presentations, and branch-based promotional activities to drive awareness and business development.
Develop and recommend creative strategies to increase the Credit Union’s presence and engagement within the Farmers building and local community, leveraging in-person opportunities for growth.
Accurately process and balance cash drawers, vaults, and ATMs, ensuring compliance with all operational protocols.
Support branch operational excellence through attention to detail, teamwork, and adherence to established procedures.