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:
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
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.
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.