Financial Service Representative jobs in United States
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SeaComm · 4 weeks ago

Financial Service Representative

SeaComm is a Credit Union dedicated to delivering Total Member Delight in service interactions. The Financial Service Representative will assist members by identifying their financial needs, preparing loan applications, and maintaining financial relationships through a consultative selling process.

BankingFinancial ServicesInsurancePayments

Responsibilities

Provide general credit union information to members regarding products and services and works together to create financial options, which lead to sales closures, buyouts, and quality referrals. This process involves, but is not limited to, maintaining a thorough knowledge of credit union's share and loan products, services, policies and procedures
Prepare loan application for all lending requests and analyze current financial position of member. Make decision to approve, disapprove, or make recommendations and forward to a higher level for review and approval. This process includes, but is not limited to, pulling credit reports and counseling members on rates, terms and alternate methods of financing and disbursing approved loans to members
Process member requests such as opening/closing accounts, make address changes, payroll changes, account information and help members reconcile their checking accounts
Serve as Teller as needed
Perform other duties as required

Qualification

Financial relationship buildingLoan application processingCredit report analysisConsultative sellingListening skillsTelephone skillsDiplomacyTactDecision making

Required

Six months to two years of similar or related experience
A high school education or GED
Good listening and telephone skills
Able to operate a 10-key calculator, typewriter and computer keyboard
Able to make decisions with minimum information

Benefits

Paid Time Off
Paid Holidays
401K Plan
Medical
Dental
Vision
Free Telehealth Urgent Care
Free Telehealth Mental Health Counseling
Flexible Spending Account Option
Life Insurance
Dependent and Spouse Life Insurance Options
Short Term Disability Insurance
Long Term Disability Insurance
Pet Insurance
Aflac Insurance Options
Legal/ID Shield Options
Employee Referral Program
Paid Volunteer Day
Employee Loan Discounts

Company

SeaComm

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SeaComm is a credit union that deals with online payment, loans, insurance and financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Wilson
President & Chief Executive Officer
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Company data provided by crunchbase