Financial Solutions Advisor

JSC Federal Credit Union; Monument (CO); On-site; USD 40,000 - 55,000; Full time

Job summary

A regional financial institution in Monument, Colorado is seeking a Personal Banker to build relationships and provide tailored financial solutions to members. In this role, you will assist members with account services, recommend suitable products, and handle loan origination tasks while striving to meet sales targets. The ideal candidate will have experience in financial services, a focus on customer satisfaction, and strong communication skills. Emphasis is placed on teamwork and adhering to organizational policies.

Qualifications

• Minimum two years' experience in member service or financial services.
• IRA and MOD experience preferred.
• Previous experience working with cash and the public.

Responsibilities

• Provide excellent member service and achieve sales targets.
• Identify members' financial needs and recommend solutions.
• Assists with loan origination and account opening processes.

Skills

Knowledge of Wellby's organizational functions

Basic math skills

Bank security measures

High-level member service practices

Communication skills

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Zoom Video Communications

Job description

A regional financial institution in Monument, Colorado is seeking a Personal Banker to build relationships and provide tailored financial solutions to members. In this role, you will assist members with account services, recommend suitable products, and handle loan origination tasks while striving to meet sales targets. The ideal candidate will have experience in financial services, a focus on customer satisfaction, and strong communication skills. Emphasis is placed on teamwork and adhering to organizational policies.