Job Summary
The Financial Solutions Guide 2 is responsible for offering tailored financial solutions and outstanding service to members while overseeing branch transactions and operations. This position emphasizes the development of trusted relationships, achieving sales objectives, and delivering knowledgeable assistance regarding consumer loans and financial products.
Responsibilities
- Provide personalized financial solutions to members.
- Manage branch transactions and operational tasks.
- Build and maintain trusted relationships with clients.
- Achieve sales targets and goals set for the role.
- Offer expert guidance on various financial products, including consumer loans.
Qualifications
- At least two years of experience in retail banking, customer service, or financial services.
- Excellent communication skills to effectively interact with members.
- Ability to learn and adapt to credit union systems and processes.
- A strong commitment to ongoing professional development.
Peak Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
