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LGE Community Credit Union · 22 hours ago

Floating Financial Solutions Specialist - Roswell

Roswell

Full-time

Onsite

Entry Level

1+ years exp

LGE Community Credit Union is committed to providing a better financial future for its members. The Floating Financial Solutions Specialist will engage with members to uncover their needs, provide financial education, and deliver solutions to enhance their financial success while building strong relationships and ensuring a high-quality member experience.

BankingFinanceFinancial Services

Comp. & Benefits

Responsibilities

Proactively promote an atmosphere of quality service and solutions through enthusiastic member interactions in-branch and by phone

Establish supportive and productive long-term member relationships through rapport, trust, and diplomacy

Proactively greet and interact with members as they enter the Credit Union

Engage with members through active listening and productive conversation to uncover member needs and financial goals

Proactively seek opportunities to maximize member loyalty through industry leading products and service

Build and strengthen the member relationship by assessing their financial wellness and offering education and solutions to advance financial success

Maintain composure and professionalism in a high production and changing environment

Educate and assist members in using LGE technology offered to complete transactions

Accurately process member financial transactions as needed to include, but not limited to: Deposits, Withdrawals, and Payments

Maintain collected negotiable items and balance daily to ensure accuracy and compliance

Open membership accounts including but not limited to: Deposit Accounts, Specialty Accounts, Business Accounts

Seek to resolve account issues/discrepancies and provide solutions and/or alternatives

Obtain appropriate application information/documentation to ensure loans are originated and closed accurately

Demonstrate sound judgment in loan origination by providing clear and detailed notes with loan applications

Review the credit report to determine whether additional opportunities are available such as: New Shares, Auto Refinance, Debt Consolidation, Credit Card, and Mortgage Loans

Assure that applications and supporting documentation is complete prior to the closing of a loan, deposit account, or other related product/service

Meet or exceed established individual/team service and sales goals

Assist with daily branch operational duties to promote an optimal branch environment and experience

Demonstrate positive behaviors that promote high morale, cooperation, and enthusiasm

Maintain awareness and report potentially suspicious/fraudulent activity to prevent credit union losses

Proactively maintain in-depth knowledge to have the ability to answer routine/complex questions and provide solutions/suggestions in regards to: LGE Products and Services, Branch Policies and Procedures, and Rules and Regulations

Demonstrate a committed effort to obtain expert level knowledge of the FSS role through LGE's Universal Agent Training Program

Participate in and assist with Business Development and Community outreach programs

As a floating Financial Solutions Specialist, you will be the first call to serve at any other LGE branch, occasionally without notice, should the need arise

Be familiar with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations. The regulations include but are not limited to the Privacy Act, Office of Foreign Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot Act

Qualification

Customer service experienceSales experienceFinancial services knowledgeComputer proficiencyBilingual SpanishEffective communicationProblem-solving skillsFlexibilityTeamwork

Required

High School Diploma or equivalent

1+ years' customer service and/or sales experience

Comfortable working with little to no supervision in fast-paced environment

Basic understanding of computer operation and programs

Ability to effectively communicate in oral and written form

Ability to cross-sell products and services

Ability to gather, interpret, and solve complex problems

Must be flexible in supporting other branch offices

Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel and Word

Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy