Financial Services Consultant II
About The Position
Are you someone who loves building relationships, solving problems, and helping people feel confident about their financial future? Join our team as a Financial Services Consultant and leverage your financial institution background to make a real impact in our members' lives. We are expanding into a new market and are looking for skilled, like-minded professionals to help establish the Credit Union and serve a new community with excellence. As a community-focused credit union that values integrity, unsurpassed service, and member focus, we are committed to our vision of creating financial solutions that make lives better. As a Financial Services Consultant II, you will act as a trusted partner for our members, helping them navigate everything from new accounts to consulting on consumer lending needs to educating on more advanced products like Mortgage, Business and IRA offerings. This role is heavily relationship-based with a strong focus on getting to know members, understanding their goals, and offering solutions that are in their best interest. The Financial Services Consultant II also may serve as a Notary and provide peer mentorship to newer team members, giving you hands-on opportunities to expand your skillset and prepare for future leadership roles. The ideal candidate blends their strong financial industry knowledge and consulting experience with a collaborative spirit, effective problem-solving skills, and a clear passion for helping others achieve their financial goals.
Requirements
- Two years of credit union or financial institution experience required.
- High School Diploma or GED equivalent required.
- Proven ability to drive sales through excellent service.
- Strong interpersonal skills with the ability to communicate effectively is required.
- Demonstrates strong aptitude to problem-solve independently and resolve challenges utilizing available resources.
- Excellent organizational skills with the ability to prioritize and manage time successfully.
- Showcases strong collaboration skills and adaptability when working within a cohesive team environment.
Nice To Haves
- Prior consulting experience.
- Prior sales experience.
- Prior cash handling experience.
- Bilingual in English and Spanish.
- Proficiency in Spanish (eligible for a language pay differential).
Responsibilities
- Act as a trusted partner for members, helping them navigate new accounts.
- Consult on consumer lending needs.
- Educate members on advanced products like Mortgage, Business, and IRA offerings.
- Serve as a Notary.
- Provide peer mentorship to newer team members.
Benefits
- A positive atmosphere and supportive team
- Initial and on-going training with promotion opportunities
- Competitive wages
- Incentive bonuses
- Paid holidays
- Paid time off
- 401k Retirement Savings Plan with a generous credit union match!
- 100% credit-union-paid employee coverage for medical, vision, dental, life and disability insurance
- Dependent coverage also available
- Tax-saving Flexible Spending and Health Savings Plans
- Premier membership perks
- Company clothing
- Wellness and recognition programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
