Financial Service Representative
Financial Service Representative
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Job Description
Role:
To assist the Credit Union in achieving its Service Mission to deliver Total Member Delight in each and every service interaction with both internal and external members. A key component of this external service is to identify the financial needs of each member and recommend an effective credit union product solution. In addition to assist members and potential members with their requests; prepare loan applications respond to questions and concerns and effectively develop and maintain financial relationships with members through a consultative selling process to determine their needs and then fill the need with a product and/or service solution.
Responsibilities:
- Provide general credit union information to members regarding products and services and works together to create financial options which lead to sales closures buyouts and quality referrals. This process involves but is not limited to maintaining a thorough knowledge of credit unions share and loan products services policies and procedures.
- Prepare loan application for all lending requests and analyze current financial position of member. Make decision to approve disapprove or make recommendations and forward to a higher level for review and approval. This process includes but is not limited to pulling credit reports and counseling members on rates terms and alternate methods of financing and disbursing approved loans to members.
- Process member requests such as opening/closing accounts make address changes payroll changes account information and help members reconcile their checking accounts.
- Serve as Teller as needed.
- Perform other duties as required.
Knowledge and Skills:
Experience: Six months to two years of similar or related experience. Internal candidates must have a minimum of 6 months as a Teller.
Education: A high school education or GED.
Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of firstlevel conflict resolution building relationships and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion requiring diplomacy and tact in communication.
Other Skills: Good listening and telephone skills; able to operate a 10key calculator typewriter and computer keyboard; able to make decisions with minimum information.
Position Type: Full Time
Hours: 3940 hours per week
Current Schedule: Varies as needed
Pay Range: $17.50 $19.50 per hour
Actual starting salary will be determined based on skills experience (to the extent relevant) and other jobrelated factors consistent with applicable law.
Benefits:
Paid Time Off
Paid Holidays
401K Plan
Medical
Dental
Vision
Free Telehealth Urgent Care
Free Telehealth Mental Health Counseling
Flexible Spending Account Option
Life Insurance
Dependent and Spouse Life Insurance Options
Short Term Disability Insurance
Long Term Disability Insurance
Pet Insurance
Aflac Insurance Options
Legal/ID Shield Options
Employee Referral Program
Paid Volunteer Day
Employee Loan Discounts
SeaComm is an Equal Opportunity/Affirmative Action Employer. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
