Branch Financial Services Representative
4.
0 Full-time 5 hours ago Full Job Description The Branch Financial Services Representative is responsible for providing excellent member service and maintaining strong professional relationships.
Assists members with new loans and products, open accounts, advises of the status of accounts, furnishes information on loans, products, fees and services.
Courteously and promptly resolves member questions and problems or properly refers them to appropriate personnel.
May advise on more complex products.
Very likely to have sales goals.
Our Culture AMOCO Federal Credit Union is 85 years strong and recognized as one of the largest credit unions in the Houston/Galveston area.
Our culture is driven by staff who exemplify the cooperative spirit of people helping people.
By listening and understanding the needs of our membership, we aim to become their trusted financial institution.
The goal with every interaction is to create member loyalty and to serve and satisfy the financial needs of our members and employees at every touch point in the member service chain.
To achieve that, we focus on hiring for talent and the right fit for our culture.
Work Perks We offer the following exceptional
Benefits:
Health benefits including medical, dental, and vision for employees Tuition reimbursement On the job training 401(k) match Annual Bonus Incentive Paid Company Annual Holidays Paid time off Frequent employee appreciation and recognition events Essential Functions & Duties 30% Assists with wide variety of member services including open/close new accounts, Shared Certificates, maintain Safe Deposit Boxes, assist customers ACH transactions, CD's, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
15% Drives sales and success through service.
Ensures a positive member experience and achieve sales and referral goals through an expanded product set that includes banking, insurance and investment products.
10% Interviews loan applicants obtaining the required information, explaining loan options, interest rates, terms, and collateral requirements including ancillary products.
Obtains all documentation required for loan, including requirements for approval.
10% Maximizes personal productivity by utilizing dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of member, financial center and personal goals.
10% Uses credit approval guidelines, approves or denies and disburses loans by correctly applying and analyzing credit information while adhering to loan policy.
10% Builds a book of business by proactively seeking ways to develop and expand relationships in order to contribute towards financial center and personal success.
10% Engages in continual opportunities to expand your financial acumen, sales expertise, interpersonal skills, and more.
Continually increases product knowledge to successfully explain, refer, originate and complete any product offered by the credit union.
Facilitates members' use of self-service solutions to enhance their experience and maintain financial center operating efficiency.
5% Explains and expedites the opening, closing, transfer, and rollover of IRA certificates.
Experience Required 3 - 5 years:
Similar or related experience, including preparatory experience.
Preferred Lending and Member Service Experience Education Required High School or better Behaviors Required Detail Oriented:
Capable of carrying out a given task with all details necessary to get the task done well Team Player:
Works well as a member of a group Dedicated:
Devoted to a task or purpose with loyalty or integrity Motivations Required Self-Starter:
Inspired to perform without outside help Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c).
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Full-time 5 hours ago Full Job Description The Branch Financial Services Representative is responsible for providing excellent member service and maintaining strong professional relationships.
Assists members with new loans and products, open accounts, advises of the status of accounts, furnishes information on loans, products, fees and services.
Courteously and promptly resolves member questions and problems or properly refers them to appropriate personnel.
May advise on more complex products.
Very likely to have sales goals.
Our Culture AMOCO Federal Credit Union is 85 years strong and recognized as one of the largest credit unions in the Houston/Galveston area.
Our culture is driven by staff who exemplify the cooperative spirit of people helping people.
By listening and understanding the needs of our membership, we aim to become their trusted financial institution.
The goal with every interaction is to create member loyalty and to serve and satisfy the financial needs of our members and employees at every touch point in the member service chain.
To achieve that, we focus on hiring for talent and the right fit for our culture.
Work Perks We offer the following exceptional
Benefits:
Health benefits including medical, dental, and vision for employees Tuition reimbursement On the job training 401(k) match Annual Bonus Incentive Paid Company Annual Holidays Paid time off Frequent employee appreciation and recognition events Essential Functions & Duties 30% Assists with wide variety of member services including open/close new accounts, Shared Certificates, maintain Safe Deposit Boxes, assist customers ACH transactions, CD's, process credit card/loan applications for members, manages outgoing wires, solve fraud issues, notary, close accounts, etc.
15% Drives sales and success through service.
Ensures a positive member experience and achieve sales and referral goals through an expanded product set that includes banking, insurance and investment products.
10% Interviews loan applicants obtaining the required information, explaining loan options, interest rates, terms, and collateral requirements including ancillary products.
Obtains all documentation required for loan, including requirements for approval.
10% Maximizes personal productivity by utilizing dedication and drive, insightful listening skills, attention to detail, and adaptability to achieve all levels of member, financial center and personal goals.
10% Uses credit approval guidelines, approves or denies and disburses loans by correctly applying and analyzing credit information while adhering to loan policy.
10% Builds a book of business by proactively seeking ways to develop and expand relationships in order to contribute towards financial center and personal success.
10% Engages in continual opportunities to expand your financial acumen, sales expertise, interpersonal skills, and more.
Continually increases product knowledge to successfully explain, refer, originate and complete any product offered by the credit union.
Facilitates members' use of self-service solutions to enhance their experience and maintain financial center operating efficiency.
5% Explains and expedites the opening, closing, transfer, and rollover of IRA certificates.
Experience Required 3 - 5 years:
Similar or related experience, including preparatory experience.
Preferred Lending and Member Service Experience Education Required High School or better Behaviors Required Detail Oriented:
Capable of carrying out a given task with all details necessary to get the task done well Team Player:
Works well as a member of a group Dedicated:
Devoted to a task or purpose with loyalty or integrity Motivations Required Self-Starter:
Inspired to perform without outside help Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.
35(c).
Estimated Salary: $20 to $28 per hour based on qualifications.
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