FINANCIAL CONSULTANT I (Livermore)
About The Position
UNCLE Credit Union is seeking a Financial Consultant I at its Livermore location. The role is responsible for onboarding members and educating new and existing members about credit union products and services. The Financial Consultant maintains current knowledge of products, policies, procedures, and promotions; identifies members’ individual needs; and recommends appropriate products and services. In conjunction with the branch manager, the role coaches and assists staff in meeting individual and branch production and sales goals. It opens new accounts and processes loan applications within established guidelines, supports community and business-development activities, and represents the credit union at community functions.
Requirements
- At least 2 years of experience in a financial institution, including experience opening loans and new accounts.
- Strong sales skills.
- Ability to demonstrate sound written and oral communication skills, interpersonal skills, and measurable leadership abilities to motivate others.
- Knowledge of general office practices and procedures, credit union philosophy and terminology, MS Word, written communication formats, business English, and composition.
- Skill in operating a personal computer and office equipment, including a calculator, copy machine, facsimile machine, postage scale, typewriter, and telephone system.
- Ability to accurately input and retrieve computer data, maintain confidentiality of classified information, and openly assess and discuss with members the financial services best suited to their needs.
Responsibilities
- Provide exceptional, friendly service to members, employees, and other business contacts, and provide timely, accurate information.
- Conduct member financial profiles, identify service needs, and follow up with new and existing members.
- Serve as a resource for frontline staff on new accounts, loans, and IRAs.
- Meet or exceed established sales and other production goals.
- Assist the branch manager in coaching staff to meet individual and branch sales and service goals.
- Act in an operational supervisory capacity when the branch manager is absent.
- Open new accounts, including Living Trust, Gift to Minor, Block Trust, IRA, CD, and Money Market accounts.
- Accept and input loan applications and conduct loan interviews.
- Assess member needs and offer suitable products and services.
- Review member credit reports to identify potential business, such as credit card balance transfers and auto loan refinancing.
- Respond to member inquiries about loan application status, approvals, and denials.
- Refer members to service partners for mortgage and investment products and services, as appropriate.
- Perform notary duties in accordance with policies and procedures.
- Represent UNCLE Credit Union professionally in the community and to potential members by participating in business development and community involvement as determined by branch needs.
- Provide the branch manager with input and ideas to maintain an active sales culture.
- Assist the branch manager with coordinating and participating in community activities, including luncheons and benefit fairs, to generate sales and strengthen community relationships.
Benefits
- Competitive salary with performance-based and corporate bonuses.
- Comprehensive health, dental, and vision insurance.
- 401(k) with 4% employer match.
- Defined Benefit Plan with 100% employer contribution.
- Professional development and career advancement opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
