Member Financial Representative

Responsibilities

• Engage members in robust and proactive financial review conversations resulting in personalized recommendations based on their unique needs;
• Open new loan and deposit products, and build ongoing and valuable relationships;
• Aid members through a variety of channels, including in person, over the phone, and digitally;
• Develop working knowledge of deposit and loan products, accurately open memberships and upsell appropriate accounts to effectively build relationships and achieve goals;
• Responsible for developing additional business by promoting credit union products and services through building and maintaining strong member relationships including making outbound sales calls;
• Educate team members on new or existing products and services; monitor industry changes and advise branch manager of needed changes;
• Promptly and accurately assist members at the counter, drive-up, digitally, phone or via mail correspondence with all financial transactions, including troubleshooting as necessary;
• Solve members service issues and find solutions for complex application and maintenance issues;
• Identify and render the best service possible to all members including the ability to interact with other departments within the organization to answer questions;
• Take initiative for your personal development and stay informed of all credit union products and services as they relate to your role;
• Provide leadership to colleagues with systems overrides and leading opening and closing procedures of branches;
• Initiates or follows up on home equity and/or mortgage inquiries by providing guidance to the applicant on product features, rates and terms and facilitating a complete credit application;
• Identifies opportunities to improve work processes and outcomes, and actively participates in improvement initiatives.

Requirements

• Associate’s degree or commensurate experience is Required;
• 1+ years of prior work experience in sales or customer service is Required;
• Uses courtesy and workplace professionalism and interacts with co-workers and members;
• Demonstrates behaviors that support our values and culture;
• Exhibits excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly, and energetic attitude;
• Able to remain calm under pressure and to be entrusted with the handling of confidential and personal matters;
• Demonstrates strong interpersonal skills, fostering relationships with internal and external contacts, serving as a reliable point of contact for inquiries, requests, and information;
• Demonstrates the ability to exercise sound judgment and decision-making skills in handling day-to-day tasks and resolving routine issues independently, while knowing when to escalate more complex matters to leadership;
• Knows how to efficiently navigate among numerous computer systems;
• Utilizes the Universal Service Model when working with members.

Benefits

Starting wage of $21.00/hr. and higher based on prior experience!

Connexus offers an Amazing Benefits package:

• 20 days of paid time off and 10 paid holidays;
• 16 hours of paid Volunteer Time Off;
• 401K Retirement with up to 6% employer match;
• Excellent Health, Dental, Vision insurance, including multiple plan options;
• Health Savings Account with generous employer contributions;
• Employer paid Life insurance, Short-Term and Long-Term Disability;
• Tuition Reimbursement from $4,000 - $7,000 per calendar year;
• Roybal Learning and Development program that includes an annual professional development stipend;
• Robust Learning and Development program that includes an annual professional development stipend.