Member-Focused Financial Advisor

UT Federal Credit Union

Knoxville (TN)

On-site

USD 35,000 - 52,000

Full time

11 days ago

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Job summary

UT Federal Credit Union in Springbrook Farms seeks a Financial Consultant to assist members with transactions, answer questions, and identify services that improve their financial lives. You will deliver prompt, courteous support to members and internal teams while upholding privacy and security standards.

You will perform day-to-day duties such as cash handling, loan payments, wire transfers, ATM operations, and basic vault functions, while aiming to exceed referral goals and maintain strong

Qualifications

  • High school diploma or GED, plus 6 months to 2 years' related experience.
  • Experience in a customer service, financial institution, or sales environment.
  • Knowledge of financial products and services.

Responsibilities

  • Provide friendly, responsive service to members and coworkers.
  • Cross-sell appropriate products and services to members.
  • Process cash deposits/withdrawals and other transactions.
  • Handle wiring, loan payments, debit/credit card requests.
  • Balance cash drawers and perform end-of-day duties.

Skills

Financial products
Sales skills
Communication skills
Customer service

Education

High school diploma or GED
2 years related experience

Job description

UT Federal Credit Union in Springbrook Farms seeks a Financial Consultant to assist members with transactions, answer questions, and identify services that improve their financial lives. You will deliver prompt, courteous support to members and internal teams while upholding privacy and security standards.

You will perform day-to-day duties such as cash handling, loan payments, wire transfers, ATM operations, and basic vault functions, while aiming to exceed referral goals and maintain strong

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