Financial Specialist - Legacy

Firstmark Credit Union•San Antonio, TX

44d

About The Position

Financial Specialists are Retail team members who work in a branch to assist members in face-to-face interactions and provide an exceptional member service experience. As needed, they may also be requested to provide supplementary phone support. Building tomorrow starts with you! At Firstmark Credit Union, we’re working together with our members to build their tomorrow — and we do the same for our employees. From your first day, you’ll enjoy comprehensive medical, dental, and vision coverage, a dollar for dollar 401(k) match, and up to four weeks of paid time off to rest and recharge. We invest in your growth through education assistance, support your well-being with our Employee Assistance Program, and encourage you to make a difference with paid and unpaid volunteer opportunities. Here, you’ll find more than a career — you’ll find purpose, belonging, and a community that cares.

Requirements

Highschool diploma or equivalent required
1 -2 years financial institution experience or retail sales/customer service experience preferred
Conducts themselves in all actions, judgment, and behavior according to Firstmark’s High Five Shared Values
Able to conduct open-ended interviews and recognize opportunities to provide FMCU solutions
Strong verbal and written communication skills
Approachable, warm, and friendly with members and coworkers
Punctual and dependable in working scheduled hours
Critical thinking and creative problem solving
Able to build relationships
Able to analyze member financial situations and provide beneficial recommendations
All Firstmark team members must mirror our shared values: happy, helpful, honest, humble, and hungry (driven).
Flexibility to work shifts between 8am-6pm, Monday- Friday and a rotating shift of 9am-1pm on Saturdays.

Responsibilities

Conducts proactive member interview and consultation services to analyze individual member financial needs.
Uses open-ended questions to uncover member expressed and unexpressed needs while building rapport.
Provides advice, planning, guidance, and recommendations to pair member needs with Firstmark accounts, products, service solutions, or business partners. Acts upon identified opportunities by closing recommended accounts, solutions, services, or business.
Possesses or develops fundamental understanding and financial literacy to provide guidance regarding budgeting, debt management, and wealth management.
Processes member transaction requests in an accurate, timely, and risk-aware manner; including establishing membership, conducting deposits and withdrawals, and initiating transfers and payments.
Maintains current and accurate knowledge of Firstmark Credit Union products, processes, and procedures. Including mandatory annual compliance and review of Federal Regulation requirements, Risk/BSA, and ongoing cybersecurity training. Refers regularly to e-mail, intranet, and other sources of communication of emergent risk scenarios.
Issuance, reissue, maintenance, and troubleshooting of member electronic access devices, i.e.: debit and credit cards.
Thorough, accurate, and timely loan and membership application processing. To include loan origination, processing, funding, as well as post-funding maintenance, and support.
Ensures authentication, preventative actions, risk review, and submission of member wire transfer requests and other risk related transactions.
Facilitates consignment purchases and Safe Deposit Rental and maintenance where applicable.
Provides additional member services, automatic payment setup and maintenance, notary service requests, fraud research and resolution of issues in a timely fashion with a high level of communication and follow-up.
Participates in various community events and outbound business development activities.
Performs other job-related duties as needed.