Member-Cocused Financial Solutions Advisor

Paycom; Speeds Addition (MS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid holidays

PTO

Retirement benefits

Job summary

Paycom is seeking a service-oriented sales/relationship specialist to identify member needs and promote tailored financial solutions while upholding privacy and trust. The role includes opening member accounts, offering loan options, and educating members on improving their financial position.

The position emphasizes accuracy, confidentiality, and building long-term member relationships, working within a fast-paced environment and a strong team culture.

Qualifications

• Articulate communication skills, both written and verbal.
• Strong relationship-building and member engagement ability.
• Ability to prioritize and manage workflow.
• Ability to foster a positive team atmosphere and collaborate cross-functionally.
• Maintain high confidentiality and trust in handling member information.

Responsibilities

• Open member accounts based on assessed needs and educate on financial options.
• Propose loan solutions aligned with member goals and credit union values.
• Serve as a liaison to resolve member issues and promote privacy and accuracy.

Skills

Communication skills

Relationship management

Workflow organization

Team collaboration

Confidentiality

Pressure handling

Job description

Paycom is seeking a service-oriented sales/relationship specialist to identify member needs and promote tailored financial solutions while upholding privacy and trust. The role includes opening member accounts, offering loan options, and educating members on improving their financial position.

The position emphasizes accuracy, confidentiality, and building long-term member relationships, working within a fast-paced environment and a strong team culture.