Financial Services Rep 1 jobs in United States
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My Community Credit Union · 1 month ago

Financial Services Rep 1

positionOdessa, Odessa, TX, US
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$17.25/hr - $19.71/hr
date0+ years exp

My Community Credit Union is seeking a Financial Services Rep 1 to provide a single source for most of the financial needs of Credit Union members. The role involves assisting members with loan requests, servicing accounts, and promoting financial products while ensuring excellent member service.

BankingFinancial ServicesNon Profit

Responsibilities

Assists members with loan requests:
Conducts loan interviews
Gathers and documents pertinent data necessary for underwriting
Cross-sells appropriate loan related products
Conducts loan closings for applications approved through automated process or by an authorized underwriter
Assists members with all aspects of Member Service, including but not limited to:
Opening Accounts
Servicing and closing accounts
Advises members regarding credit union products and services
Addresses and resolves member concerns (referring issues that are beyond their authority to the Branch Manager)
Actively promotes and provides product guidance to members
Identifies cross-sell opportunities, successfully presenting and placing appropriate services that meet member needs in each interaction
Performs a variety of miscellaneous duties including typing, filing, computer input and assisting with members via telephone
Performs other job-related duties as assigned

Qualification

Sales experienceLending experiencePersonal banking experienceTrustDiplomacyCommunication skillsOrganizational skills

Required

Graduation from an accredited senior high school or equivalent or GED
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact
Must have good communication skills
10-key calculator, typewriter, and keyboard skills

Preferred

Six months to two years of sales, lending, or personal banking experience preferred

Company

My Community Credit Union

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My Community Credit Union is a member-owned and operated non-profit cooperative financial institution.
dateFounded in 1952
location
Midland, Texas, USA
people-size51-200 employees
web-link
https://www.mccu.coop/

Funding

Current Stage
Growth Stage

Leadership Team

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Donna Neal
President/CEO
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Recent News

PR Newswire
Monroe Community Credit Union Earns 2025 Great Place To Work Certification™
2025-04-14
Morningstar.com
/C O R R E C T I O N — DELTA COMMUNITY CREDIT UNION/
2025-04-09
Company data provided by crunchbase