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Role Summary:
This is a high producing sales position responsible for assisting members and potential members in a professional, friendly, courteous, and efficient manner. Gather information for loan requests, complete proper documents, and accurately process system input. Consult with members to identify and cross offer products and services that meet their financial needs.
Essential Functions and Responsibilities:
Knowledge and Skills:
Education: A high school education or GED. Completion of internal lending class or Consumer Lending School are preferred; however, three to four years related work experience may be considered.
Interpersonal Skills A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary
Other Skills:
Good working knowledge of credit union policies, procedures, products and services, loan underwriting and credit analysis, federal regulations, audit and security procedures, and our data processing system.
Proficient in computer and electronic delivery systems.
Ability to effectively multi-task.
Ability to cross-sell products and services to the member, as appropriate, to meet their financial needs.
Ability to work well with others in a high volume, fast paced, work environment
Self-starter.
Effective skills for team building, managing and motivating people, and the ability to develop employees by training, coaching, and mentoring. Other skills include research and analysis, good written and oral communication skills, and the ability to assist in the coordination of daily branch operations.
Physical Requirements: Ability to lift up to 30 pounds
This Job Description is not a complete statement of all duties and responsibilities comprising the position. Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
Full Time
$45k-55k (estimate)
04/29/2024
05/12/2024