Member Financial Advisor

Utfcu; Knoxville (TN); On-site; USD 36,000 - 48,000; Full time

Job summary

UT Federal Credit Union in Knoxville, TN seeks a Financial Consultant to process member transactions, resolve issues, and provide courteous service while identifying opportunities to improve members’ financial lives.

Responsibilities include deposits, withdrawals, loan payments, wire transfers, debit cards, gift cards, and daily balancing. Must maintain confidentiality and deliver high-quality service in a team-oriented environment.

Qualifications

• Excellent verbal and written communication skills.
• Knowledge of financial products and services.
• Demonstrated sales ability to meet goals.
• Computer literacy and basic tech skills.

Responsibilities

• Provide friendly, responsive service to members and staff.
• Cross-sell products and meet referral/sales goals.
• Process deposits, withdrawals, loan payments, wires, and card requests.
• Balance cash and perform end-of-day duties.

Skills

Sales skills

Communication

Financial products

Computer literacy

Education

High school diploma or GED

Job description

UT Federal Credit Union in Knoxville, TN seeks a Financial Consultant to process member transactions, resolve issues, and provide courteous service while identifying opportunities to improve members’ financial lives.

Responsibilities include deposits, withdrawals, loan payments, wire transfers, debit cards, gift cards, and daily balancing. Must maintain confidentiality and deliver high-quality service in a team-oriented environment.