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Seacomm Federal Credit Union
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Financial Service Representative
$46k-65k (estimate)
Full Time 3 Months Ago
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Seacomm Federal Credit Union is Hiring a Financial Service Representative Near Plattsburgh, NY

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 union's 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 first-level 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 10-key calculator, typewriter and computer keyboard; able to make decisions with minimum information.

Position Type: Full Time

Hours: 39-40 hours weekly

Current Schedule: Varies

Pay Range: $17 - $20 per hour

Actual starting salary will be determined based on skills, experience (to the extent relevant) and other job-related 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.

Job Summary

JOB TYPE

Full Time

SALARY

$46k-65k (estimate)

POST DATE

02/01/2023

EXPIRATION DATE

05/17/2024

Show more

Seacomm Federal Credit Union
Full Time
$38k-47k (estimate)
3 Weeks Ago
Seacomm Federal Credit Union
Temporary
$36k-46k (estimate)
1 Month Ago
Seacomm Federal Credit Union
Full Time
$95k-124k (estimate)
1 Month Ago

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

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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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Provide efficient sales and services to customers and monitor sales for all referral objectives.

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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.

03/20/2022: Springfield, OR

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.

02/12/2022: Cheyenne, WY

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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