Financial Wellness & Solutions Advisor

Carolina Foothills Federal Credit Union; Greenville (NC); On-site; USD 36,000 - 54,000; Full time

Job summary

Carolina Foothills FCU in Greenville, SC seeks a friendly Financial Solutions Advisor to warmly greet members and assist with transactions, new accounts, and a wide range of products and services.

You will use knowledge of credit union offerings to help members reach financial goals, cross-sell loan and deposit options, and deliver high-quality service in a fast-paced, community-focused branch network.

HS diploma required; cash handling, online banking, and notary duties may be involved.

Qualifications

• Two to five years of similar or related experience.
• High school diploma or GED required.

Responsibilities

• Provide financial transactions for members in an efficient, accurate and professional manner (cash handling, deposits, withdrawals, loan payments).
• Open various new accounts and educate customers on Visa check card, online banking, ATMs, etc.
• Assist members with loan applications and cross-sell related loan services.
• Assist with deposit products and account servicing; maintain knowledge of services.

Skills

Customer service

Cash handling

New accounts

Cross-selling

Loan payments

Education

High school diploma or GED

Tools

Online banking

Job description

Carolina Foothills FCU in Greenville, SC seeks a friendly Financial Solutions Advisor to warmly greet members and assist with transactions, new accounts, and a wide range of products and services.

You will use knowledge of credit union offerings to help members reach financial goals, cross-sell loan and deposit options, and deliver high-quality service in a fast-paced, community-focused branch network.

HS diploma required; cash handling, online banking, and notary duties may be involved.