Personal Financial Specialist

SUMMARY:
The Personal Financial Specialist will have a primary focus on sales development and member relationship building through the promotion of deposits, loans, fee-based services and the retention of members.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Opens and closes member accounts
Performs all duties necessary to help members with all needs, concerns, or problems related to opening and maintaining their accounts
Notarizes and/or guarantees signatures, if authorized
Processes loan applications through appropriate system
Prepares loans, notifies members of loan decisions, and processes, delivers, and witnesses signing of loan documents
Attends Loan Officer Meetings and available training sessions
If authorized to do so, approves checks, file maintenances and performs supervisory overrides
Provides guidance to the teller line with respect to sales and the referral process
Initiates conversations with members to uncover their financial needs, cross-sells Credit Union products and services, and makes appropriate referrals to business partners to meet both personal sales goals
Provides an exceptional member experience with all member interactions
Other duties as assigned

Required Skills

Required Experience

EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS:

High school diploma or equivalent
Three years’ experience in a financial branch environment or experience comparable within the financial industry or an retail sales environment
Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats
Working knowledge of Microsoft Word, Excel and Power Point software applications

PHYSICAL REQUIREMENTS:
To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily. All employees must be able to communicate face to face or through technology with or without reasonable accommodation. Employee will be in an office environment (well-lighted, heated and air-conditioned) typically stationed at a desk or table. Employee will be asked to sit and stand for various increments of time, and to lift/push up 25 lbs. Clerical office duties on various forms of technology are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Travel is required for this position. Employees may be asked to fill-in at other branches based on need. Additionally, initial training occurs outside the designated branch.

Clear All

Filter

Email Me Jobs Like These

Related

Georgia's Own Credit Union

Contact Us

Subscribe to our Newsletter