Loan Officer & Member Financial Advisor

macu

Cedar City (UT)

On-site

USD 26,000 - 32,000

Full time

6 days ago
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Job summary

Mountain America is seeking a Financial Service Representative in Cedar City, Utah. We deliver exceptional service experiences by caring for members and helping them define and achieve their financial dreams.

This front-line role supports member needs through accounts, loans, and cross-selling while upholding our AAA service philosophy. This full-time position offers a competitive starting pay and a comprehensive benefits package, including medical/dental, PTO, 401(k) matching, tuition

Qualifications

  • Minimum 1+ year in retail banking or related sales and customer service.
  • Ability to open new accounts and service existing accounts.
  • Ability to meet sales and service goals.

Responsibilities

  • Provide exceptional member service by assessing needs and advising on products.
  • Open and service member accounts, and explain MACU products.
  • Cross-sell products and services to meet member goals.
  • Process loan applications and related servicing tasks.
  • Follow regulatory requirements and accurate documentation.

Skills

Customer service
Retail banking
Sales
Cross-selling
Communication

Job description

Mountain America is seeking a Financial Service Representative in Cedar City, Utah. We deliver exceptional service experiences by caring for members and helping them define and achieve their financial dreams.

This front-line role supports member needs through accounts, loans, and cross-selling while upholding our AAA service philosophy. This full-time position offers a competitive starting pay and a comprehensive benefits package, including medical/dental, PTO, 401(k) matching, tuition

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