Financial Services Consultant I — Growth & 401(k) Match

UNCLE Credit Union; Tracy (CA); On-site; USD 48,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with 4% employer match

Defined Benefit Plan

Job summary

UNCLE Credit Union in Tracy, CA is seeking a Financial Consultant I to join the team at the Tracy branch. You will onboard members, educate them on products, and determine needs to cross-sell appropriate services.

Assist the branch manager in coaching staff and achieving sales goals while opening new accounts and processing loan applications. The role emphasizes member service, community involvement, and collaboration with partners to grow UNCLE’s relationships in the community.

Qualifications

• Must have a minimum of 2 years’ experience in a financial institution, including experience with opening loans and new accounts.
• Must have strong sales skills and ability to demonstrate sounds written and oral communication skills, interpersonal skills and measurable leadership abilities to motivate others.

Responsibilities

• Provide exceptional and friendly service externally and internally.
• Open new accounts and input loan applications.
• Cross-sell products and services to members.
• Coach staff to meet sales and service goals.
• Represent UNCLE professionally in the community and at branch events.

Skills

Sales skills

Interpersonal skills

Written/oral communication

Data entry

Job description

UNCLE Credit Union in Tracy, CA is seeking a Financial Consultant I to join the team at the Tracy branch. You will onboard members, educate them on products, and determine needs to cross-sell appropriate services.

Assist the branch manager in coaching staff and achieving sales goals while opening new accounts and processing loan applications. The role emphasizes member service, community involvement, and collaboration with partners to grow UNCLE’s relationships in the community.