Copper State Credit Union · 3 months ago
Personal Financial Consultant III
Central, AZ
Full-time
Onsite
Entry, Mid Level
$19/hr - $21/hr
2+ years expCopper State Credit Union is a dedicated financial cooperative that has been serving its members since 1951. As a Personal Financial Consultant III, you will interview members to assess their financial positions and facilitate the account opening process, while also providing exceptional service and cross-selling products to enhance member relationships.
Financial ServicesLendingNon Profit
Responsibilities
Interview members to discuss member’s overall financial position and complete all aspects of the account opening process for savings, checking, credit cards, money markets, IRAs, and CDs
Utilizing basic business account acumen, work with existing, new, and potential business members to serve their business needs including opening, processing, and servicing all types of business accounts, merchant service recommendations, and commercial lending referrals
Through the use of 'warm' calling, make contact with existing members to proactively seek new membership, increase sales opportunities and provide follow-up service with a focus on growing our high value member base, loan, and deposit growth
Process all cash and non-cash transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks
Assist with vault counting, balancing, and the ordering of cash. Balance night drop, branch, ATMs, money orders, etc
Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including consumer lending, mortgage lending and financial advisors. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service
Serve as a trusted advisor to membership by viewing situations from the member’s perspective to effectively respond to their needs and concerns, often going beyond the initial need or expressed concern of the member by promoting member care, answering member queries, and researching member accounts
Qualification
Required
Requires education equivalent to a four-year high school education or general education degree (GED). Some post-secondary education preferred
At least 2 years previous sales experience and/or teller experience in a financial institution or early mastery of Personal Financial Consultant II skills required
Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union. Approaches others in a tactful manner, reacts well under pressure, accepts responsibility for own actions, and follows through on commitments
Requires sound and accurate judgment. Displays a willingness to make decisions in a timely manner, usually within established guidelines. Includes appropriate people in decision-making process and can support and explain reasoning for decisions
Requires excellent interviewing and interpersonal skills, ability to listen to members' needs and promote appropriate credit union products and services
Knowledge of consumer and business account opening required
Knowledge of PC applications including Word and Excel required
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
Preferred
Some post-secondary education preferred
Knowledge of consumer lending and/or commercial lending preferred
Experience with automated core banking system preferred
Experience utilizing smart phone and tablet applications preferred
Company
Copper State Credit Union
Copper State Credit Union is a non-profit personal and business banking products provider.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David Skilton
Senior Vice President / Chief Financial Officer
Gregory Albano
Senior Vice President/CIO
Recent News
2024-03-21
PRNewswire
2024-03-18
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