Financial Services Consultant II
About The Position
As a Financial Services Consultant II, you will play a key role in helping our members build and maintain a solid financial foundation. This includes opening new membership accounts, consulting with members on consumer lending needs, and providing education on any relevant product and service offerings including Mortgage, Commercial and IRA accounts. This role is heavily relationship-based with a strong focus on getting to know members to better understand their needs and provide tailored financial solutions that are in their best interest. The Financial Services Consultant II also may serve as a Notary and provide peer mentorship to new employees within the team. The ideal candidate blends their proven 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
- 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 and sales experience highly preferred
- Prior cash handling experience highly preferred
- Positive attitude and proven ability to drive sales through excellent service
- Bilingual English/Spanish preferred
Responsibilities
- Opening new membership accounts
- Consulting with members on consumer lending needs
- Providing education on relevant product and service offerings including Mortgage, Commercial and IRA accounts
- Serving as a Notary
- Providing peer mentorship to new employees within the team
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
