Financial Services Representative I - Req. #3357
Provides personalized service to members via alternate channels
(phone, email. web, fax, chat and in person) in order to attract,
enhance, and retain member relationships. Incorporates Service Plus
into all aspects of member contacts and continually builds
relationships with members in order to retain and increase
memberships. Further enhances these relationships through the
cross-selling of products and services to meet all the members'
financial needs. Understands the detailed features and benefits of
all products and services available and presents them in a
professional manner. Strives to meet assigned goals. Supports the
Credit Union in all Initiatives with a positive attitude and
willingness to get the job done.
Essential Duties and Responsibilities
Assists members in opening all checking, savings, and
certificate products and provides members with dividend projections
by the use of the system calculation form.
Ability to analyze member's financial needs and ask leading
questions to effectively cross-sell products and services.
Answers questions about accounts and troubleshoots any
problems/concerns that may arise during the conversation.
Must comply with all company policies and procedures, applicable
laws and regulations, including but not limited to, the Bank
Secrecy Act, the Patriot Act, and the Office of Foreign Assets
Please note this job description is not designed to cover or
contain a comprehensive listing of activities, duties or
responsibilities that are required of the employee for this job.
Duties responsibilities and activities may change at any time with
or without notice.
High School or Equivalent required.
Minimum of 1 to 3 years prior Credit Union or Banking Experience
with a minimum of 1 year experience in new accounts and products
Must have excellent communication skills in order to make
professional and effective presentations to members. Ability to
promote all credit union products and services to members and
overcome objections and concerns.
Ability to work independently, exercise judgment, follow
instructions, and maintain a high level of professional
Strong customer service focus with previous experience in a
NMLS SAFE ACT compliant. This position requires that you obtain,
and maintain, a National Mortgage Licensing Systems (NMLS) number
as required by the SAFE Act.
Must be PC literate; experience with banking software a strong
Must be able to work Saturdays 8:30am - 1:30pm.
Do you want to be valued as an employee?
Employees are Meriwest's most valuable resource. We provide
competitive wages and a supportive environment that promotes career
advancement. We also offer an excellent, fully comprehensive
benefits program, including:
- Medical/Dental/Vision on the first day of employment for
- Free Long Term Care Insurance for employees
- Tuition Reimbursement/Student Loan Repayment Plan
- Pension Plan/401K
- Bonus and incentive potential
- Generous Paid Time Off (PTO)/Holiday program
- Career growth support and planning programs
- In-house fitness center
- Discounts on new Mortgage after 6 months of employment
We are an EOE. All qualified applicants will receive
consideration for employment and will not be discriminated against
on the basis of disability or veteran status.
To apply please reference Req. #3357