Financial Services Representative

2 weeks ago


Numbla Vale, Australia APGFCU Full time

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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