Financial Solutions Specialist (Multiple Locations) jobs in United States
cer-icon
Apply on Employer Site
company-logo

LGE Community Credit Union · 2 days ago

Financial Solutions Specialist (Multiple Locations)

LGE Community Credit Union is seeking a Financial Solutions Specialist to provide customer service and support in a fast-paced environment. The role involves cross-selling products and services while effectively communicating with customers and solving complex problems.

BankingFinanceFinancial Services
check
Comp. & Benefits

Responsibilities

Ability to effectively communicate in oral and written form
Ability to cross-sell products and services
Ability to gather, interpret, and solve complex problems
Must be flexible in supporting other branch offices
Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel and Word
Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy

Qualification

Customer service experienceSales experienceLending practices knowledgeMicrosoft ExcelMicrosoft WordBilingual SpanishCross-sellingBasic computer operationEffective communicationProblem-solving

Required

High School Diploma or equivalent
1+ years' customer service and/or sales experience
Comfortable working with little to no supervision in fast-paced environment
Basic understanding of computer operation and programs

Preferred

Associates Degree in Business or related field
1+ years retail, credit union, or financial services experience
Bilingual Spanish Speaking
Ability to effectively communicate in oral and written form
Ability to cross-sell products and services
Ability to gather, interpret, and solve complex problems
Must be flexible in supporting other branch offices
Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel and Word
Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy

Company

LGE Community Credit Union

twittertwittertwitter
company-logo
LGE Community Credit Union is providing banking services including savings, loans, and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

leader-logo
Sean Ferrell
SVP/Chief Financial Officer
linkedin
leader-logo
Carol Wagner
SVP / CXO (Chief Experience Officer)
linkedin

Recent News

Company data provided by crunchbase