Financial Services Advisor – Loans & Member Solutions

Mountain America Credit Union; Grand Junction (CO); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Excellent medical and dental benefits

Paid time off

Matching 401K

Tuition assistance

Job summary

Mountain America Credit Union is seeking a Financial Service Representative I to assess member needs and advise on loans, accounts, and cross-sell products. You will open new accounts, service existing ones, and guide members toward financial solutions at our Mesa Power Road location.

The role involves processing loan applications, performing loan servicing duties, and achieving sales/service goals while providing excellent member experiences.

Qualifications

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.

Responsibilities

• Provides exceptional member service by assessing needs and advising on financial solutions.
• Reaches out to members, educates on MACU tools, resources, and cross-sells products as needed.
• Meets sales and service goals and follows up with member interactions.
• Performs Teller duties as needed and travels to other branches when required.

Skills

Customer service

Sales

Retail banking

Communication

Education

High school diploma or equivalent

Tools

Symitar

Microsoft Office

Job description

Mountain America Credit Union is seeking a Financial Service Representative I to assess member needs and advise on loans, accounts, and cross-sell products. You will open new accounts, service existing ones, and guide members toward financial solutions at our Mesa Power Road location.

The role involves processing loan applications, performing loan servicing duties, and achieving sales/service goals while providing excellent member experiences.