Financial Service Representative (Loan Officer)
Mountain America Credit Union · Springville, UT · 1 wk ago
Finance$19/hrFull-time
Location: 1183 West 400 South, Springville, UT 84663
About the role
At Mountain America, the Financial Services Representative (FSR) recognizes and meets member needs by providing quality service through loan servicing transactions and cross-selling products and services in order to help our members achieve their financial dreams.
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Rotating Saturdays 8:40am – 2:15pm
Pay & Benefits
- Starting competitive pay of $19.00 per hour, increasing with experience, plus incentives
- Performance reviews with opportunities to increase compensation
- Excellent medical and dental benefits with minimal employee contribution (full-time employees)
- Paid time off, volunteer time off, and paid holidays
- Matching 401K
- Tuition assistance
- Professional development
Responsibilities
Member Focus
- Provides exceptional member service by assessing member needs, advising to improve their financial situation, including opening new accounts, servicing existing accounts, and explaining products and services
- 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 membership to provide additional consultation on