Financial Services Representative

Saunders Staffing; Beckley (WV); On-site; USD 36,000 - 52,000; Full time

Job summary

Saunders Staffing, Inc. is seeking a customer service professional to assist members with credit needs, explain services, set up new accounts, interview and process loans, respond to problems, and complete required documentation.

This role involves direct member interaction and requires diplomacy and accuracy. The responsibilities include interviewing members to select appropriate loan products, processing applications with complete documentation, and aiding opening/closing accounts while

Qualifications

• Three to five years of similar or related experience.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves substantial personal contact to provide information, build relationships, or gain new customers.

Responsibilities

• Interview members assisting with the selection of appropriate loan products.
• Process applications and ensure proper documents are received and completed.
• Assist members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.

Job description

Assist members and potential members with their credit needs; explain services. sets up new accounts, interview and process loans, respond to problems, research issues,complete appropriate documentation.

Responsibilities

• Interview members assisting with the selection of appropriate loan products.
• Process applications and ensure proper documents are received and completed.
• Assist members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.

Qualifications

• Three years to five years of similar or related experience.
• Courtesy, tact, and diplomacy are essential elements of the job.
• Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or finding new customers.