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Community 1st Credit Union
Knoxville, IA | Full Time
6 Months Ago
Mediacom Communications
Knoxville, IA | Full Time
$32k-40k (estimate)
3 Weeks Ago
Financial Service Representative
Full Time | Banking 6 Months Ago
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Community 1st Credit Union is Hiring a Financial Service Representative Near Knoxville, IA

Community 1st Credit Union is looking for a reliable Financial Service Rep at our Knoxville Location. The successful candidate will be the "frontline" of our organization and play a fundamental role in achieving our member satisfaction and revenue growth objectives. This position is responsible assisting members and potential members with their Credit Union needs; explains services, sets up new accounts, respond to problems, and direct members to the appropriate people.

Responsibilities include;

  • Represent the Credit Union in a professional manner to members by providing courteous and friendly service.
  • Develop and maintain professional relationships with member and ensure customer satisfaction.
  • Coordinate with members and acquire all information to resolve issues effectively.
  • Provide professional assistance to all members and ensure confidentiality of all member information.
  • Maintain knowledge and interpret all policies and procedures of the Credit Union and ensure compliance with all ethics and conducts.
  • Maintain comprehensive knowledge of all services and products and update all requests on development needs.
  • Provide efficient sales and services to members and monitor sales of all referral objectives.
  • Assist team to generate business through cross selling and effective marketing.
  • Participate in leads and networking groups and stay connected with the communities.

Requirements include;

  • 1-3 years of similar or related experience.
  • Computer knowledge and skills.
  • Customer service experience.
  • Ability to work well individually and in a team environment.

Benefits:

  • Health Insurance (3 plans)
  • Dental Insurance
  • Vision Insurance
  • Paid Volunteer Time
  • Paid Vacation
  • Paid Sick Time
  • Paid Holiday (11)
  • Education Reimbursement Program
  • Flex Spending
  • Health Reimbursement Arrangement (HRA)
  • Employee Assistance Program (EAP)
  • 401 (k) Plan - Company Contribution even if you do not participate in plan.

Provided by C1st:

  • Life Insurance for Employee: 3 times their annual salary
  • Life Insurance for Spouse: $10,000 policy
  • Life Insurance for Dependent: $1,000
  • Short Term Disability
  • Long Term Disability

Community 1st Credit Union proud to be consistently rated one of the Top Workplaces in Iowa.

Apply today and find out why...Together is Better.

https://www.c1stcreditunion.com/about-us/careers/

Community 1st Credit Union is an Equal Opportunity Employer

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

09/18/2022

EXPIRATION DATE

11/03/2022

WEBSITE

c1stcreditunion.com

HEADQUARTERS

KNOXVILLE, IA

SIZE

50 - 100

FOUNDED

1936

CEO

JAMIE HIGHES

REVENUE

$10M - $50M

INDUSTRY

Banking

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Community 1st Credit Union
Full Time
$70k-100k (estimate)
2 Weeks Ago
Community 1st Credit Union
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The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service 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 Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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Step 3: View the best colleges and universities for Financial Service Representative.

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