Member-Focused Banker & Financial Solutions Pro

Canyon View Credit Union; Salt Lake City (UT); Hybride; USD 38 000 - 45 000; Plein temps

Avantages offerts par ce poste

Affordable health insurance

401(k) contribution

18 PTO days

12 paid holidays

Ongoing paid training

Employee banking perks

Résumé du poste

Canyon View Credit Union is looking for a Financial Service Representative to provide exceptional service to our members. You will identify their financial needs and offer suitable solutions while processing various transactions efficiently.

Your role includes building strong relationships with members, meeting sales goals, and ensuring a high level of satisfaction. The position offers an opportunity to advance in your career, along with competitive pay and benefits.

Qualifications

• High School diploma, G.E.D, or other equivalent.
• Previous cash handling, customer service, and/or sales experience.
• Must be self-driven with effective communication skills.
• 6+ months experience in building customer relationships preferred.
• Proficient with standard office business machinery and software.

Responsabilités

• Provide exceptional member service by identifying and meeting financial needs.
• Process transactions accurately and efficiently.
• Cross-sell products and services to members.
• Build relationships through excellent service.
• Meet sales and service goals, ensuring member satisfaction.

Connaissances

Customer service

Cash handling

Effective communication

Sales experience

Relationship building

Office software proficiency

Formation

High School diploma or equivalent

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

Description du poste

Canyon View Credit Union is looking for a Financial Service Representative to provide exceptional service to our members. You will identify their financial needs and offer suitable solutions while processing various transactions efficiently.

Your role includes building strong relationships with members, meeting sales goals, and ensuring a high level of satisfaction. The position offers an opportunity to advance in your career, along with competitive pay and benefits.