Five Star Credit Union ยท 4 months ago
Financial Advocate - Leesburg, GA
Five Star Credit Union is dedicated to enhancing member relationships and providing outstanding service. The Financial Advocate role involves assisting members with various products and services, processing disputes, and engaging in outbound sales calls to deepen relationships.
BankingFinancial ServicesNon Profit
Responsibilities
Develop and enhance member relationships
Assist members with opening a wide variety of products and services
Process card disputes
Assist with electronic devices
Engage in outbound sales calling
Perform other tasks to further deepen relationships
Qualification
Required
Good understanding of Credit Union operations, products and services, and related legal and regulatory requirements
Well organized and able to multi-task in a fast-paced sales and service environment
Excellent computer and technology skills
Excellent communication skills
Ability to work effectively in a team environment
Preferred
Previous experience in a sales and service environment within a financial institution
Company
Five Star Credit Union
Five Star Credit Union is a not-for-profit financial institution.
Funding
Current Stage
Growth StageRecent News
American Banker
2023-08-28
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