Job Summary
The Financial Service Representative supports members through financial sales and service activities. This role opens new accounts, originates consumer loans, builds lasting member relationships, and provides clear, accurate financial information while working toward assigned sales goals.
Responsibilities
- Open new accounts and assist members with related account services.
- Originate consumer loans and guide members through the process.
- Build and maintain productive relationships with members.
- Share accurate financial information to help members understand available services.
- Meet established sales goals while delivering responsive service.
Qualifications
- High school diploma or equivalent.
- Two to three years of experience working in a financial institution.
- Strong communication skills and the ability to interact effectively with members.
- Sales ability, sound organizational skills, and proficiency in handling new accounts and loan origination.
