Job Information
Job Description
Primary Functions:
Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.
Duties and Responsibilities:
- Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
- Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
- Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
- Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
Education: High school graduate or equivalent
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills.
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