Overview:
We are seeking a dedicated Financial Services Representative to join our team. The ideal candidate will have a strong background in, and a passion for, helping our members achieve their financial goals. The Financial Services Representative will provide member support and develop member relationships primarily through in-branch channels. This person must be flexible, able to handle multiple priorities, be detail-oriented, and love working with members and numbers while supporting a focus on needs-based sales.
Responsibilities:
Perform outreach and serve members in support of growth and service objectives.
Perform teller transactions, when needed.
Accept loan applications, resolve member issues or problems in a professional and efficient manner.
Build rapport and use active listening skills to identify members’ needs and cross-selling opportunities.
Look for and present opportunities for relationship growth to the members with every interaction.
Investigate and reconcile members’ questions and inquiries with regard to their accounts/services; communicate with the appropriate departments to ensure resolution and member satisfaction.
Answer inquiries, screen, interview and counsel prospective borrowers, including explaining loan options; assist in completing loan documentation; verify and complete appropriate credit checks and prepare loan closing documentation.
Skills:
- Proficiency in performing monetary transaction and working with members on investment and lending products
- Excellent customer service skills with a focus on relationship management
- Knowledge of credit union/banking operations and experience in the industry required
- Strong sales acumen in promoting financial products
- NMLS registration required
Join us as a Financial Services Representative and make a meaningful impact on our members' financial well-being while advancing your career in the finance industry.
Job Type: Full-time
Benefits:
- 401(k) 4% Match
- AD&D insurance
- Bereavement leave
- Credit union membership
- Disability insurance
- Opportunities for advancement
- Paid sick time
- Paid training
- Prescription drug insurance
- Tuition reimbursement
Experience level:
Physical setting:
Schedule:
- Monday to Friday
- Weekends as needed
Experience:
- Banking: 3 years (Required)
- Customer service: 3 years (Required)
Ability to Commute:
- Concord, NH 03301 (Required)
Ability to Relocate:
- Concord, NH 03301: Relocate before starting work (Required)
Work Location: In person