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Financial Services Representative I

Bethel, AK | Part Time
3 Days Ago

Job Description

Overview

Reports to: Varies by location

 

Functions Supervised: None

 

Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.

 

Duties and Responsibilities:

  • Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
  • Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
  • Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
  • Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
  • Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
  • Open all types of new accounts while assisting the member to effectively use account.
  • Receive and process member service requests. Identify, research and correct member account discrepancies.
  • Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent

     

    Creditable Experience in Lieu of Education: Not Applicable

     

    Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds.

     

    Tenure: Not Applicable

     

    Equal Opportunity Employer

     

    Skills for Financial Services Representative I

    The job skills required for Financial Services Representative I include Products and Services, member service, Promotion etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative I. Select any job title you are interested in and start to search job requirements.

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    Career Path for Financial Services Representative I

    The following is the career advancement route for Financial Services Representative I positions, which can be used as a reference in future career path planning. As a Financial Services Representative I, it can be promoted into senior positions as a Financial Associate Public III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative I. You can explore the career advancement for a Financial Services Representative I below and select your interested title to get hiring information.

    How to Become a Financial Services Representative

    If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

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