Financial Representative

A company is looking for a Member Financial Representative to engage with members and provide financial services.

Key Responsibilities

Engage members in financial review conversations and provide personalized product recommendations

Assist members through various channels and promote credit union products to build relationships

Educate team members on products and services while ensuring accurate financial transactions

Required Qualifications

Associate's degree or equivalent experience is required

1+ years of experience in sales or customer service is required

Ability to maintain professionalism and handle confidential matters

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

Knowledge of navigating multiple computer systems efficiently