Financial Services Rep 1

My Community Credit Union • Midland, TX

20d

About The Position

To provide a single source for most of the financial needs of Credit Union members.

Requirements

• Six months to two years of sales, lending, or personal banking experience preferred.
• Graduation from an accredited senior high school or equivalent or GED
• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.

Nice To Haves

• Friendly & helpful with members
• Thorough & accurate in loan handling
• Sales-minded with product knowledge
• Organized multitasker across tasks
• Trustworthy communicator with tact

Responsibilities

• Assists members with loan requests: Conducts loan interviews.
• Gathers and documents pertinent data necessary for underwriting.
• Cross-sells appropriate loan related products.
• Conducts loan closings for applications approved through automated process or by an authorized underwriter.
• Assists members with all aspects of Member Service, including but not limited to: Opening Accounts
• Servicing and closing accounts.
• Advises members regarding credit union products and services.
• Addresses and resolves member concerns (referring issues that are beyond their authority to the Branch Manager).
• Actively promotes and provides product guidance to members.
• Identifies cross-sell opportunities, successfully presenting and placing appropriate services that meet member needs in each interaction.
• Performs a variety of miscellaneous duties including typing, filing, computer input and assisting with members via telephone.
• Performs other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees