Financial Solutions Specialist - East Cobb

What You'll Do

• Proactively promote an atmosphere of quality service and solutions through enthusiastic member interactions in-branch and by phone
• Establish supportive and productive long-term member relationships through rapport, trust, and diplomacy
• Proactively greet and interact with members as they enter the Credit Union
• Engage with members through active listening and productive conversation to uncover member needs and financial goals
• Proactively seek opportunities to maximize member loyalty through industry leading products and service
• Build and strengthen the member relationship by assessing their financial wellness and offering education and solutions to advance financial success
• Maintain composure and professionalism in a high production and changing environment
• Education and assist members in using LGE technology offered to complete transactions
• Accurately process member financial transactions as needed to include, but not limited to: Deposits, Withdrawals, and Payments
• Maintain collected negotiable items and balance daily to ensure accuracy and compliance
• Open membership accounts including but not limited to: Deposit Accounts, Specialty Accounts, Business Accounts
• Seek to resolve account issues/discrepancies and provide solutions and/or alternatives
• Obtain appropriate application information/documentation to ensure loans are originated and closed accurately
• Demonstrate sound judgment in loan origination by providing clear and detailed notes with loan applications
• Review the credit report to determine whether additional opportunities are available such as: New Shares, Auto Refinance, Debt Consolidation, Credit Card, Mortgage Loans
• Assure that applications and supporting documentation is complete prior to the closing of a loan, deposit account, or other related product/service
• Maintain awareness and report potentially suspicious/fraudulent activity to prevent credit union losses
• Proactively maintain in-depth knowledge to have the ability to answer routine/complex questions and provide solutions/suggestions in regards to: LGE Products and Service, Branch Policies and Procedures, and Rules and Regulations
• Participate in and assist with Business Development and Community outreach programs

Who You Are

• Required: High School Diploma or equivalent
• Required: 1+ years’ customer service and/or sales experience
• Required: Comfortable working with little to no supervision in fast-paced environment
• Required: Basic understanding of computer operation and programs
• PREFERRED: Associates Degree in Business or related field
• PREFERRED: 1+ years retail, credit union, or financial services experience
• PREFERRED: Bilingual Spanish Speaking
• Ability to effectively communicate in oral and written form
• Ability to cross-sell products and services
• Ability to gather, interpret, and solve complex problems
• Must be flexible in supporting other branch offices
• Demonstrated proficiency with computer programs to include, but not limited to Microsoft Excel and Word
• Ability to gain and obtain the knowledge of lending practices; regarding interpretation of credit bureau reports, underwriting criteria, and basic lending philosophy