Member Financial Solutions Advisor

UTFCU Supervisory Committee; Knoxville (TN); On-site; USD 42,000 - 56,000; Full time

Job summary

UT Federal Credit Union seeks a Financial Consultant to process members' financial transactions, answer questions, and identify services that improve members' lives. You will provide prompt, professional support to members and staff while maintaining confidentiality and accuracy in daily operations.

The role requires sales aptitude, strong communication, and solid computer skills, with a focus on delivering exceptional service and building trusted relationships across departments and branches.

Qualifications

• Proven customer service experience in a financial setting.
• Demonstrated ability to meet sales goals.
• Excellent verbal and written communication skills.
• Commitment to ethical behavior and confidentiality.
• Proficiency with basic computer systems and online banking tools.

Responsibilities

• Process members' financial transactions accurately and efficiently.
• Cross-sell appropriate financial products and services to members.
• Provide friendly, professional service to members and colleagues.
• Maintain confidentiality of member information and handle disputes appropriately.
• Balance cash, process day-end duties, and navigate branch operations.

Skills

Customer service

Sales skills

Communication skills

Ethical conduct

Computer literacy

Professional appearance

Education

High school diploma or GED

Job description

UT Federal Credit Union seeks a Financial Consultant to process members' financial transactions, answer questions, and identify services that improve members' lives. You will provide prompt, professional support to members and staff while maintaining confidentiality and accuracy in daily operations.

The role requires sales aptitude, strong communication, and solid computer skills, with a focus on delivering exceptional service and building trusted relationships across departments and branches.