Financial Relationship Consultant- Lees Summit

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Job description

Summary

Provides professional, prompt, financial service to all members and potential members in a sales and service culture. Continually educates members on credit union products and services in relation to the members' needs. Ensures a high focus on building and enhancing member relationships through telemarketing, follow-up and financial counseling. This position will be expected to participate in in-house business development promotions.

Duties & Responsibilities

* Ensures a high focus on determining members' needs and cross-selling appropriate services and continually building and enhancing member relationships.
* Balances vault cash, travelers checks, money orders and cashiers checks.
* Opens new member accounts, CD's and IRA's.
* Originates and completes member consumer loan applications.
* Closes loans that have originated outside the in-store branch.
* Understands and applies savings and lending policies and procedures for possible sales opportunities.
* Delivers Public Announcements (PA's) as instructed by the Branch Manager.
* Perform and track business development activities every month.
* Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.
* Maintains an understanding of endorsement requirements and check acceptances of the credit union.
* Assists with vault cash and originating and scoring member loans as needed.
* Assures the credit union's interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds.Provides supporting documents and proper documentation in member files.
* Assists in meeting and exceeding individual, team and credit union goals.
* Promotes honest and open communication throughout the credit union.
* Demonstrates behaviors that are consistent with the credit union's values, philosophies, and leadership characteristics.
* Works with other credit union departments to insure the workflow or process is providing the best service to the members.

Requirements

Education and Experience

* Three or more years experience in financial institution or retail sales position is desired.
* Prior lending experience preferred.
* Fluency in Spanish ( Written and verbal) highly preferred.

Knowledge, Skills and Abilities

* Knowledge of sales and service techniques.
* Knowledge of credit union services and products.
* Excellent member service skills.
* Good problem resolution skills.
* Ability to make sound lending decisions.
* Ability to work in a fast-paced and team-oriented environment.
* Ability to communicate effectively in writing and orally
* Ability to resolve interpersonal conflict and miscommunication.
* Knowledge of spreadsheet software and ability to use word processing software.