Financial Services Consultant (FSC) - Jersey Ridge Rd

DuTrac Community Credit Union; Davenport (IA); Presencial; USD 42 000 - 63 000; Tempo integral

Resumo da oferta

DuTrac Community Credit Union in Davenport, IA, seeks a Financial Services Consultant transitioning from Member Service Representative to support members with accounts and loans. You will assist with new accounts, loan applications, and cross-sell suitable products.

The role emphasizes strong communication, sales and member-service skills in a community-focused environment with opportunities for growth.

Qualificações

• Strong communication, sales and service skills.
• Ability to develop business relationships with members.
• Comfort with meeting new people and cross-selling products.

Responsabilidades

• Assist members with new account openings and account maintenance.
• Help members with consumer loans from application through closing.
• Provide guidance on products and services to reach members' financial goals.

Conhecimentos

Sales & Service

Strong Communication

Relationship Building

Descrição da oferta de emprego

Our mission at DuTrac is to be a trusted partner withour members tomake a difference in their lives by working directly with each person to help themachievetheir financial goals. Our staff provides excellent service to our members andbuilds long term relationships to make sure our members succeed in whatever those goals may be. As a Financial Service Consultantat DuTrac youhave the power to be the difference maker!

Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package.

As a Financial Services Consultantyour knowledge and member service skills will provide you the opportunity to assist our members in the following areas:

• Work with members on new account openings and assisting them with account maintenance transactions
• Assist members with consumer loans from application through closing
• Provide guidance to members in regard to products and services that help them achieve their financial goals

Qualifications include strong communication, sales and service skills. Must like to meet new people and develop business relationships with them. The position will start as a Member Service Representative and transition into the Financial Services Consultant.

Ideal candidates will have previous skills in the following:

• Knowledge of consumer lending products and underwriting experience
• Understanding consumer products and services to benefit the member
• Analyze credit reports and other documents necessary for loan approval

Hours are Monday-Friday 8:30am-5:00pm and Saturday 9:00am-12:00pm on a rotating basis.

DuTrac is proudto be an Equal Opportunity Employer.