Financial Services & Loan Specialist

macu; Saint George (UT); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

PTO

Volunteer time off

401K matching

Tuition assistance

Professional development

Incentives

Job summary

Mountain America Credit Union in St. George, UT is seeking a Financial Services Representative (FSR) to recognize and meet member needs through loan servicing and cross-selling products to help members achieve their financial dreams.

The role supports credit union objectives with account openings, servicing existing accounts, and explaining MACU products and services. It requires retail banking experience, strong communication, and the ability to meet sales and service goals.

Qualifications

• At least one 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 all member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication.

Responsibilities

• Provides exceptional member service to credit union membership by assessing member needs, advising to improve their financial situation.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction, building the membership base and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Skills

Retail banking

Customer service

Sales

Multi-tasking

Loan documentation

Mathematical calculations

Communication

Education

High school diploma or equivalent

Job description

Mountain America Credit Union in St. George, UT is seeking a Financial Services Representative (FSR) to recognize and meet member needs through loan servicing and cross-selling products to help members achieve their financial dreams.

The role supports credit union objectives with account openings, servicing existing accounts, and explaining MACU products and services. It requires retail banking experience, strong communication, and the ability to meet sales and service goals.