Job Openings >> Financial Solutions Advisor
Financial Solutions Advisor
Summary
Title: | Financial Solutions Advisor |
---|---|
ID: | 1083 |
Job Title: | Financial Solutons Advisor |
Client: | Financial One |
Application Deadline: | 05/31/2017 |
Description
Financial One Credit Union is seeking two Financial Solutions Advisors to create efficient and meaningful member experiences in the branch, fulfilling Financial One Credit Union’s mission to improve the financial well-being and peace of mind of our members and others within the communities we serve. This position is often a career path toward Branch Manager.
Financial One isn’t like other financial institutions.
- We provide solutions to our members every day. Business or personal, big or small, we partner with you.
- We are continually learning and expanding services in order to best serve our members
- We save our members money every day while providing products and services other organizations can’t match.
- We have a long standing financial and volunteer commitment to nonprofit organizations in the communities we serve. We believe in this so strongly that our financial promise is emblazoned on the walls of our branches.
The Financial Solutions Advisor will:
- Act as the face of the credit union and first point of contact for members
- ​Serve members with all transactions, including teller transactions, opening share accounts and processing & underwriting loan requests
- Process all transactions with accuracy and courtesy, while maintaining privacy and security
- Possess knowledge of all lending products with the ability to prepare, underwrite and disburse loans
- Identify ways to grow member relationships
- Act as a liaison to Business Solutions
This is a great opportunity for someone who is good at and enjoys:
- Providing outstanding customer service
- Enjoys working with, and getting to know, a variety of people
- Maintaining a professional and positive attitude in every interaction
Minimum Qualifications:
- College degree in accounting, finance or other relevant field
- Two or more years of customer service and basic lending experience in the banking/financial industry
- General math skills
- Working knowledge of MS Office
- Type a minimum of 35 words per minute preferred
- Ability to answer heavy volume of incoming phone calls
This opening is closed and is no longer accepting applications