Financial Services Representative

2 weeks ago


Numbla Vale, Australia APGFCU Full time

Job Summary:


We are seeking a highly skilled Financial Services Representative to join our team at APGFCU. As a key member of our staff, you will be responsible for providing exceptional member service, building strong relationships with new and existing members, and promoting financial well-being through customized recommendations.


Key Responsibilities:



  • Provide personalized service to members, addressing their financial needs and offering credit union products and services.
  • Develop and maintain strong relationships with members, anticipating their needs, and offering solutions to improve their financial situation.
  • Utilize credit union philosophy to uncover member needs and provide customized recommendations.
  • Perform teller transactions, savings, and loan maintenance for members, ensuring accuracy and attention to detail.
  • Assist Branch Management in developing a strong member focus among staff through coaching conversations and training.
  • Supervise branch staff and coordinate daily workflow, ensuring seamless operations.

Requirements:



  • High School Diploma or equivalent with additional specialized training equivalent to two years of college.
  • A minimum of four (4) years of sales experience with financial institution products and services.
  • Proficient in Microsoft Office.

Preferred Qualifications:



  • Previous experience interviewing loan applicants and meeting sales goals for deposit, credit, and automated products.
  • Six months supervisory experience.
  • Previous credit union experience.
  • Interest in continuing education.

Working Conditions:


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



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