Financial Consultant I: Growth, Community & Benefits

UNCLE Credit Union; Livermore (CA); In loco; USD 33.000 - 36.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive benefits

401(k) with employer match

Professional development opportunities

Descrizione del lavoro

UNCLE Credit Union in Livermore, CA is hiring a Financial Consultant I to onboard members, educate them on products, and cross-sell services. The role requires strong sales and communication, with the ability to operate in a fast-paced financial environment and support branch goals.

Responsibilities include opening new accounts, processing loan applications, and serving as a resource for staff on loans and IRAs.

Competenze

• Must have strong sales skills and ability to demonstrate written and oral communication skills.

Mansioni

• Provide exceptional and friendly service externally and internally.
• Open new accounts and process loan applications.
• Cross-sell products and services to meet member needs and branch goals.
• Represent UNCLE in the community and support business development.

Conoscenze

Sales skills

Customer service

Communication

Notary knowledge

Strumenti

MS Word

Descrizione del lavoro

UNCLE Credit Union in Livermore, CA is hiring a Financial Consultant I to onboard members, educate them on products, and cross-sell services. The role requires strong sales and communication, with the ability to operate in a fast-paced financial environment and support branch goals.

Responsibilities include opening new accounts, processing loan applications, and serving as a resource for staff on loans and IRAs.