Bilingual Financial Services Advisor

macu

Saint George (UT)

On-site

USD 39,000 - 45,000

Full time

6 days ago
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Benefits offered by this job

Starting competitive pay: $19/hour
Incentives
Medical and dental benefits
Paid time off
Tuition assistance
401K matching
Professional development

Job summary

Mountain America Credit Union seeks a Financial Service Representative (FSR) I at the St George Sunset Branch to assess member needs, advise on MACU products, and support loan servicing and cross-selling to help members achieve their financial dreams.

This full-time role follows a Monday–Friday schedule with Saturday shifts, offering starting pay of $19/hour plus incentives, plus medical/dental benefits, PTO, holidays, 401(k) match, tuition assistance, and professional development opportunities.

Qualifications

  • 1+ year of retail banking or related sales and customer service experience.
  • Ability to satisfy needs by recommending credit union products and services.
  • Ability to multi-task and maintain composure while handling member requests.
  • Ability to prepare loan documents and cross-sell financial services.
  • Ability to perform mathematical calculations.
  • Ability to communicate effectively in writing and verbally.

Responsibilities

  • Provides exceptional member service by assessing needs and advising on MACU products.
  • Opens new accounts, services existing accounts, and explains products to members.
  • Cross-sells MACU products and services to meet member goals.
  • Meets sales and service goals and uses lead lists for outreach.
  • May require travel to other branches and responds to communications promptly.

Skills

Retail banking
Customer service
Sales experience
Multi-tasking
Communication skills

Education

High school diploma or equivalent

Job description

Mountain America Credit Union seeks a Financial Service Representative (FSR) I at the St George Sunset Branch to assess member needs, advise on MACU products, and support loan servicing and cross-selling to help members achieve their financial dreams.

This full-time role follows a Monday–Friday schedule with Saturday shifts, offering starting pay of $19/hour plus incentives, plus medical/dental benefits, PTO, holidays, 401(k) match, tuition assistance, and professional development opportunities.

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