Financial Advocate - Leesburg, GA jobs in United States
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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

Credit Union operationsSales experienceComputer skillsCommunication skillsTeamwork

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

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Five Star Credit Union is a not-for-profit financial institution.

Funding

Current Stage
Growth Stage

Leadership Team

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Bob Steensma
President/CEO
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Landon Wildes
VP/Chief Financial Officer
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Recent News

Company data provided by crunchbase