Financial Services Specialist: Member Care & Loans

Mountain America Credit Union; St. George (VT); On-site; USD 22,000 - 31,000; Full time

Benefits offered by this job

Competitive pay

Medical and dental benefits

Paid time off

Matching 401K

Tuition assistance

Professional development

And more

Job summary

Mountain America Credit Union in St. George, UT is seeking a Financial Services Representative to deliver quality member service through loan servicing and cross-selling.

You will open and service accounts, advise on products, and help members achieve financial goals while meeting sales and service objectives. The role requires strong communication, basic math skills, and a professional demeanor with a focus on accuracy and compliance.

Qualifications

• Retail banking or related sales and customer service experience.
• Ability to mult-task and maintain composure during member interactions.
• Ability to prepare loan documents and cross-sell financial services.
• Strong mathematical calculation abilities and attention to detail.

Responsibilities

• Provide exceptional member service and assess needs to recommend MACU products.
• Open new accounts, service existing accounts, and explain products and services.
• Handle loan applications, review credit, and conduct closings when needed.
• Cross-sell products to achieve sales and service goals.

Skills

Retail banking

Sales

Customer service

Communication

Education

HS Diploma or equivalent

Tools

Symitar

Job description

Mountain America Credit Union in St. George, UT is seeking a Financial Services Representative to deliver quality member service through loan servicing and cross-selling.

You will open and service accounts, advise on products, and help members achieve financial goals while meeting sales and service objectives. The role requires strong communication, basic math skills, and a professional demeanor with a focus on accuracy and compliance.