Financial Representative

Job Summary

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