Bilingual Financial Services Advisor

Mountain America Credit Union; Saint George (UT); On-site; USD 26,000 - 29,000; Full time

Benefits offered by this job

Bilingual English/Spanish +$1/hr

Paid time off

Medical and dental benefits

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union is seeking a Financial Service Representative to engage with members, assess their financial needs, and to advise on suitable products and services. The role includes loan servicing tasks, cross-selling opportunities, and delivering exceptional service to members at the St.

George branch. The candidate should have at least 1 year of retail banking or customer service experience, with strong communication skills and the ability to multi-task in a fast-paced

Qualifications

• Minimum 1+ year of retail banking or related sales and customer service experience.
• Ability to assess member needs and recommend credit union products and services with confidence.
• Ability to multitask and maintain composure while handling member activities.

Responsibilities

• Provide exceptional member service by assessing needs and advising on products and services.
• Cross-sell products and services to meet member financial goals.
• Process loan applications, reviews, and closings when applicable.
• Maintain accurate records and follow regulatory requirements.

Skills

Customer service

Sales

Cross-selling

Communication

Education

High school diploma

Tools

Microsoft Office

Symitar

Job description

Mountain America Credit Union is seeking a Financial Service Representative to engage with members, assess their financial needs, and to advise on suitable products and services. The role includes loan servicing tasks, cross-selling opportunities, and delivering exceptional service to members at the St.

George branch. The candidate should have at least 1 year of retail banking or customer service experience, with strong communication skills and the ability to multi-task in a fast-paced