You haven't searched anything yet.
Job Summary At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
LOCATION
Richfield UT Branch
665 North Main Street
Richfield, UT 84701
SCHEDULE
Full Time : Monday Friday 8 : 45am 6 : 15pm; Rotating Saturdays 8 : 45am 2 : 15pm
Day off during the week when a Saturday is worked.
At Mountain America, we are committed to taking care of all our employees.
To be effective, an individual must be able to perform each job duty successfully.
Member Focus
Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation.
Which includes opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
Loan Servicing
Other Responsibilities
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and / or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
To be completed during the first 90 days :
Training to be completed generally during the first 90 days :
Computer / Office Equipment Skills
Managerial Responsibility
No supervisory / managerial responsibilities
Other Skills and Abilities
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Vision Requirements
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
LI-JS1
Mountain America Credit Union is an EEO / AA / ADA / Veterans employer.
Last updated : 2024-05-01
Full Time
$43k-59k (estimate)
05/03/2024
07/30/2024
macu.org
West Jordan, UT
100 - 200
The job skills required for Financial service representative include Product Knowledge, Products and Services, Communicates Effectively, Professional Development, Verbal Communication, 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.
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.
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.
02/04/2022: Santa Cruz, CA
Maintain comprehensive knowledge of all services and products and update all request on development needs.
01/02/2022: Boise, ID
Provide efficient sales and services to customers and monitor sales for all referral objectives.
03/22/2022: Duluth, MN
A financial service representative may advance his career by obtaining certifications and building up more and more accounts.
01/12/2022: Chillicothe, OH
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.
01/22/2022: Lorain, OH
Step 3: View the best colleges and universities for Financial Service Representative.