Financial Services Advisor

Billings Federal Credit Union; Billings (MT); On-site; USD 42,000 - 54,000; Full time

Job summary

Billings Federal Credit Union is seeking a Financial Services Representative to deliver high-quality member service. The role handles transactions across Savings, Checking, IRA and CD products and provides expertise in Consumer, Personal, and Mortgage lending.

The successful candidate will have experience in customer service, financial consulting, lending and sales, and will uphold compliance with regulations and credit union policies while promoting sound financial solutions.

Qualifications

• Experience in sales and customer service in a professional office.
• Consumer lending experience preferred
• Mortgage lending knowledge is a plus

Responsibilities

• Provide transactions for members across Savings, Checking, IRA and CD products.
• Offer lending guidance and financial consulting to members.
• Ensure compliance with regulations and policies.
• Promote credit union services through member engagement.

Skills

Analytical skills

PC skills

Bookkeeping basics

Written and verbal communication

Telephone etiquette

Education

High school diploma

College degree preferred

Job description

Billings Federal Credit Union is seeking a Financial Services Representative to deliver high-quality member service. The role handles transactions across Savings, Checking, IRA and CD products and provides expertise in Consumer, Personal, and Mortgage lending.

The successful candidate will have experience in customer service, financial consulting, lending and sales, and will uphold compliance with regulations and credit union policies while promoting sound financial solutions.