Mission Hills - Senior Financial Services Representative
About The Position
Have you decided that you want to take the next step in your financial institution career and get onto the MANAGEMENT track? Are you ready to learn more operational duties while leveraging your current skills to maintain and deepen relationships with current members? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel supported and appreciated sound? If this sounds interesting to you, below are a few more details. Most important in this job, we want you to take good care of our members because they are everything to us! Senior Relationship Bankers actively work on the platform opening new accounts, new shares for existing members, processing and funding all consumer loan applications and processing real estate applications. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs. Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings. May act in the capacity of a supervisor in the absence of manager. Assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch.
Requirements
- at least 3 years of financial institution experience
- at least 1 years’ experience opening new accounts and processing loan applications, including real estate applications
- Ability to actively cross-sell products & services.
- must be able to maintain the confidentiality of member’s info!
Responsibilities
- opening new accounts
- opening new shares for existing members
- processing and funding all consumer loan applications
- processing real estate applications
- interviewing potential and existing members to determine appropriate products and services which will meet their financial needs
- accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings
- act in the capacity of a supervisor in the absence of manager
- assists Management with branch opening, processing of the monthly, quarterly, or yearly branch certifications, and organizing outbound activities including phone calls to seek additional growth opportunities for the branch
Benefits
- Great team!
- Professional yet relaxed environment!
- Training. Lots and lots of training to take your career to the next step!
- 18 days of PTO in your first year plus 12 holidays a year!
- 6% 401(k) match
- Full benefits package including medical, dental, vision, life insurance, etc.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
251-500 employees
