Financial Services Representative
1 month ago
Role: As a key member of the Blaze Credit Union team, you will be responsible for delivering exceptional member service and building strong relationships with our clients. This role involves recommending and selling financial products and services to advance the organization's growth objectives while exemplifying superior member service and expertise in the financial services field.
Key Responsibilities
- Identify members' financial needs and market appropriate products and services to meet their needs and advance the organization's growth objectives.
- Consistently meet or exceed sales goals for loans, partner referrals, and account openings as set by management.
- Process transactions, deposits, withdrawals, and loans efficiently while adhering to Credit Union banking guidelines and maintaining confidentiality of Credit Union and member records.
Requirements
- High School degree or equivalent.
- 1-2 years of similar or related experience.
Preferred Skills
- Knowledge of Microsoft Office.
- Skill in selling, including the ability to identify member needs and explain features and benefits of Blaze services.
- Well-organized, efficient, detail-oriented, and able to work independently or on a team.
Physical Requirements
Ability to sit and stand, answer calls, operate computer, interact with internal staff and public on the phone, travel to designated offices, and lift up to 20 lbs.
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