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Title : Financial Consultant
Location : Blount County / Alcoa
The purpose of this position is to process members' requested financial transactions, resolve problems, and answer questions;
and to identify and suggest financial services that would improve our members' lives. Provides prompt, professional and courteous support and assistance to internal departments, retail branches and members.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
abides by UT Federal Credit Union's Global and Departmental Service Standards and encourages teammates to do the same.
Performing a variety of other functions as directed and in accordance with established policies and procedures.
Within established levels of authority, performs member account file maintenance, such as address changes, etc.
stays current on policies, procedures, and applicable regulations.
Attends training classes to continuously increase job knowledge and overall job performance in order to provide exceptional service to our members.
Takes initiative for personal career development and seeks opportunities to learn new skills.
PERFORMANCE STANDARDS
Financial Consultants (FCs) exhibit excellent communication skills by listening to members' needs and offering expert advice on products and services in a positive, friendly manner in order to build lasting relationships with members.
FCs also exhibit patience and empathy and are responsive when dealing with members and employees. Successful FCs will be focused, well-organized individuals, with the ability to think on their feet.
They will consistently achieve referral and / or sales goals by identifying products and services that meet member needs.
Charisma, a team spirit, and the ability to work in a dynamic environment are essential. FCs are able to think creatively to find solutions and are motivated to take initiative as appropriate.
MINIMUM REQUIREMENTS
EDUCATION / EXPERIENCE :
High school diploma (or GED); plus 6 months to two years' related experience in a customer / member service, financial institution, or sales / retail environment;
or an equivalent combination of education and experience.
Last updated : 2024-05-29
Full Time
$30k-36k (estimate)
05/18/2024
06/05/2024
utfcu.org
Knoxville, TN
100 - 200
The job skills required for Teller include Products and Services, ATM, Financial Services, Listening, Debit Card, Credit Card, etc. Having related job skills and expertise will give you an advantage when applying to be a Teller. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Teller. Select any job title you are interested in and start to search job requirements.
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