Financial Service Representative
About The Position
Financial Service Representatives deliver service to current and prospective members across communication and service channels, providing prompt and accurate responses and building positive relationships. The role executes complex financial transactions, manages member accounts, and processes loan applications accurately and in compliance with applicable requirements. Representatives use advanced product knowledge to provide tailored financial solutions, meet quality assurance benchmarks, and uphold high service standards. This is a non-NMLS-registered position; the representative does not provide detailed information about Home Equity Lines of Credit or mortgage loans, but contributes to branch success and member satisfaction.
Requirements
- Saturday hours are required.
Responsibilities
- Maintain strong product and industry knowledge and achieve high scores on knowledge assessments.
- Follow service protocols, listen actively to member concerns, and use credit union tools to serve members efficiently by phone and in person.
- Engage members to determine their financial needs and provide customized solutions using credit analysis and product knowledge.
- Support sales growth through advanced development initiatives, maintaining licensure for specialized services, and exceeding performance benchmarks for loans, memberships, and account openings.
- Build partnerships, represent the organization in the community, and stay current on consumer credit trends to support branch and organizational success.
- Understand and follow organizational security protocols, including physical security, confidentiality, and regulatory compliance.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
