Financial Services Representative
2 weeks ago
Lead Member Service Professional
As a key member of our team, you will play a vital role in delivering exceptional service to our members, building strong relationships, and driving business growth. Your primary responsibilities will include:
Key Responsibilities:
- Provide personalized service to members, addressing their financial needs and offering tailored solutions.
- Develop and implement strategies to increase loan and deposit volume, working closely with members to understand their financial goals.
- Perform teller transactions, maintaining accurate records and ensuring compliance with credit union policies.
- Supervise branch staff, providing coaching and guidance to ensure excellent customer service and sales performance.
- Assist Branch Management in developing a strong member focus among staff, promoting a culture of exceptional service and sales excellence.
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.
- Previous experience interviewing loan applicants and meeting sales goals for deposit, credit, and automated products.
- Strong time management, follow-up, and multi-tasking skills.
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