Financial Service Representative (Loan Officer)

About the role

At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America. The Field Service Representative (FSR) I assesses and meets member needs by using AAA skills to assess, advise, and assist members with their financial needs. FSRs provide value through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams. Location: St George River Rd Branch, 123 South River Road, St George, UT 84790.

Responsibilities

• Member Focus: Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Includes opening new accounts, servicing existing accounts, and explaining products and services that best suit members’ needs and accomplish credit union objectives. Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach. Consistent focus on increasing member satisfaction, building the membership base and account retention. Expected to meet sales and service goals. Uses lead lists to make outbound efforts to call existing