Floating Financial Consultant | Springbrook Farms

UT Federal Credit Union•Knoxville, TN

2d•Onsite

About The Position

The Floating Financial Consultant processes members’ requested financial transactions, resolves problems, answers questions, and identifies and suggests financial services that may improve members’ lives. The position provides prompt, professional, and courteous support to members, retail branches, and internal departments. The role requires building appropriate relationships, maintaining confidentiality, supporting branch operations, and meeting referral or sales goals while following credit union policies, procedures, and service standards. The position is based at UT Federal Credit Union, Springbrook Farms. Candidates must have a high school diploma or GED and six months to two years of related experience in customer or member service, a financial institution, or sales/retail, or an equivalent combination of education and experience. Offers are contingent on successful completion of a comprehensive background check.

Requirements

High school diploma or GED, plus six months to two years of related experience in customer/member service, a financial institution, or a sales/retail environment, or an equivalent combination of education and experience.
Knowledge of financial products and services.
Demonstrated sales skills and ability to meet sales goals.
Excellent verbal and written communication skills and ability to communicate professionally.
Computer literacy and technological skills.
Regular, predictable attendance.
Maintains ethical behavior and a positive attitude with employees and members.
Flexibility while adhering to accepted practices, policies, productivity, and effectiveness.
Professional appearance in accordance with the established dress code.
Ability to listen to members, offer advice, show patience and empathy, stay organized and focused, think on one’s feet, work in a dynamic environment, collaborate as part of a team, and take initiative.

Responsibilities

Provide friendly, responsive service to members and maintain appropriate relationships with members and co-workers.
Follow the credit union’s Global and Departmental Service Standards and encourage teammates to do the same.
Cross-sell appropriate products and services and achieve referral and/or sales goals.
Maintain basic knowledge of credit union products and services and their associated policies, procedures, rules, and regulations.
Handle complaints, resolve problems, and answer questions about credit union products and services.
Protect the confidentiality of member information.
Process authorized financial transactions accurately, including deposits, withdrawals, loan payments, wire transfer requests, replacement debit cards, gift and travel cards, and credit card cash advances.
Perform member account file maintenance, such as address changes.
Accurately process stop-payment requests and disputes involving unauthorized transactions to mitigate risk.
Complete beginning- and end-of-day duties, including processing night deposits, balancing cash and daily transactions, and balancing and scanning checks.
Perform basic vault functions, including balancing vaults, teller cash dispensers and recyclers, cash drawers, coin machines, and ATMs as applicable.
Assist with branch audits, including audits of cash-handling equipment, checks, travel and gift cards, and instant issue cards.
Support branch upkeep by requesting supplies, preparing courier packages, scanning documents, preparing daily work for offsite storage, and shredding appropriate documents.
Participate in branch and all-staff meetings and stay current on organizational matters, promotional campaigns, policies, procedures, and applicable regulations.
Attend training to increase job knowledge and performance, and take initiative in personal career development.