Job Summary
The Senior Personal Service Counselor plays a crucial role in handling financial transactions, overseeing member accounts, and executing lending operations. This position also focuses on guiding and enhancing the skills of the branch personnel while effectively marketing credit union offerings to achieve sales and referral objectives.
Responsibilities
- Process financial transactions and manage member accounts.
- Perform lending functions related to credit union services.
- Lead, coach, and mentor branch staff to enhance their skills and productivity.
- Actively promote credit union products to achieve set sales and referral targets.
Qualifications
- High school diploma is required.
- A minimum of 4 years of relevant professional experience is necessary.
- Federal registration with the NMLS is required; this can be obtained after employment.
- Notary Public certification is needed, which may also be secured post-hire.
