Financial Services Specialist – Loans & Member Support

Mountain America Credit Union; Saint George (UT); Vor Ort; USD 34.000 - 45.000; Vollzeit

Benefits dieser Stelle

Hourly wage $19 per hour

Bilingual English/Spanish pay bump

Medical and dental benefits

Paid time off

Tuition assistance

401K matching

Professional development

Zusammenfassung

Mountain America Credit Union is seeking a Field Service Representative I to assess member needs using AAA skills, advise on financial options, and assist with loan servicing transactions while cross-selling MACU products.

The role emphasizes delivering exceptional service, meeting sales and service goals, and representing the credit union professionally across branches and outbound interactions.

Qualifikationen

• Provides exceptional member service by assessing needs and advising on financial options.
• Cross-sells products and services to help members achieve financial dreams.
• Requires ability to multi-task and maintain composure during member interactions.

Aufgaben

• Provide exceptional member service by assessing needs and advising on products.
• Open and service accounts, explain products that meet member needs.
• Originates loans, reviews credit reports and cross-sells loan products.
• Perform teller duties as needed and represent the credit union professionally.

Kenntnisse

Customer service

Sales

Cross-selling

Communication

Multi-tasking

Ausbildung

High school diploma or equivalent

Tools

Symitar

Jobbeschreibung

Mountain America Credit Union is seeking a Field Service Representative I to assess member needs using AAA skills, advise on financial options, and assist with loan servicing transactions while cross-selling MACU products.

The role emphasizes delivering exceptional service, meeting sales and service goals, and representing the credit union professionally across branches and outbound interactions.