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Connexus Credit Union · 1 month ago

Member Financial Representative

United States

Full-time

Remote

Entry Level

1+ years exp

Connexus Credit Union is a member-focused cooperative dedicated to serving its members across the United States. The Member Financial Representative will engage with members to provide personalized financial solutions, assist with transactions, and promote credit union products while building strong relationships.

AccountingBankingFinancial Services

Comp. & Benefits

Responsibilities

Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs; open new loan and deposit products, and build ongoing and valuable relationships

Assist members through a variety of channels, including in person, over the phone, and digitally

Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals

Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls

Educates team members on new or existing products and services; monitors industry changes and advises branch manager of needed changes

Promptly and accurately assists members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary

Solve members service issues and find solutions for complex application and maintenance issues

Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions

Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role

Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches

Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application

Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives

Qualification

Customer service experienceSales experienceVerbal communicationInterpersonal skillsComputer navigationTeam playerProblem-solvingSelf-starterConfidentialityAdaptability

Required

Associate's degree or commensurate experience is Required

1+ years of prior work experience in sales or customer service is Required

Uses courtesy and workplace professionalism and interacts with co-workers and members. Demonstrates behaviors that support our values and culture

Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude

Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters

Demonstrated ability to be a team player, with willingness to work in a fast-paced, flexible environment

Self-starter with a strong desire to learn, work, and think independently

Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information

Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership

Knowledge and ability to efficiently navigate among numerous computer systems

Utilizes the Universal Service Model when working with members