Apply on Employer Site

Carolina Foothills Federal Credit Union · 1 day ago

Part-Time Financial Solutions Advisor

Spartanburg, SC

Part-time

Onsite

Entry, Mid Level

$17/hr - $22/hr

2+ years exp

Carolina Foothills Federal Credit Union is looking to expand their member services department with the addition of a Financial Solutions Advisor. This role serves as the first point of contact for walk-in members, providing assistance with financial transactions and advising on credit union products and services to help members achieve their financial goals.

BankingCreditCredit CardsFinancial Services

Responsibilities

Provide financial transactions for members in a efficient, accurate and professional manner; includes member daily needs such as cashing checks, withdrawing funds, loan payments and other similar transaction types

Open various new accounts, process necessary information and educate the customers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)

Assist members by answering loan related questions, identify member needs and cross sell related loan services, take applications and otherwise assist with the loan origination process

Assist members by answering all deposit related questions, identify member needs and cross sell related deposit products and services, and otherwise assist with the account servicing process

Assist with wide variety of customer services including open/close Shared Certificates, maintain Safe Deposit Boxes, assist members with checkbooks, process credit card/loan applications for member, manages outgoing wires, solve fraud issues, notary, close accounts, etc

Use every member contact as an opportunity to advise member about additional services or programs that might benefit them

Set up auto transfers and sign up members for ACH transfers and wires

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Financial transactionsCredit union productsLoan origination processCustomer serviceBasic financial calculationsDiscretionInterpersonal skillsTeamwork

Required

Two to five years of similar or related experience, including time spent in preparatory positions

High school degree or GED required

Courtesy, tact, and diplomacy are essential elements of the job

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs

Must be capable of climbing/descending stairs in emergency situation

Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator

Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary

Must be able to work extended hours whenever required or requested by management

Must be capable of regular, reliable and timely attendance

Must be able to perform job functions independently and with limited supervision

Must work effectively as part of a team

Must be able to read and carry out various written instructions and follow oral instructions

Must be able to speak clearly and deliver information in a logical and understandable sequence

Must be able to perform basic financial calculations with accuracy

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public

Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace

Must be capable of exercising highest level of discretion on confidential matters

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire