Financial Service Representative 1, 2, or 3 - Sandpoint Branch
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About The Position
This role is dedicated to enhancing lives, fulfilling dreams, and building communities. Working under supervision, you will provide recommendations to meet member needs through credit union products and service referrals. Your responsibilities include meeting individual and branch sales goals, opening new accounts, verifying and maintaining existing accounts, answering members’ questions, and resolving account-related issues, all while deepening our member experience with exceptional service. The position requires a broad knowledge of various account ownership types, classifications, and a comprehensive understanding of credit union services to financially educate and provide a need-based recommendations for members. Within authority and while adhering to sound underwriting practices as outlined in policies and procedures, you will examine, evaluate, and recommend approval for credit applications, extension of lines of credit, consumer loans, small business loans, and credit card accounts. Effective communication with prospective and current members, as well as the ability to positively and professionally represent the credit union, is essential.
