Member-Focused Financial Consultant I

Automatic Data Processing, Inc.; Livermore (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with 4% employer match

Defined Benefit Plan

Job summary

UNCLE Credit Union in Livermore, CA is seeking a Financial Consultant I to join our growing team. You will onboard members, educate them on loan and account options, and maintain knowledge of credit union products and promotions.

Your role includes cross-selling, meeting production goals, and supporting community activities to deepen member relationships. Responsibilities include opening new accounts, processing loan applications, and coordinating with branch staff to achieve sales targets while

Qualifications

• Must have a minimum of 2 years’ experience in a financial institution.
• Strong sales skills and ability to demonstrate leadership.
• Excellent written and verbal communication.
• Knowledge of general office practices and MS Word.

Responsibilities

• Provide exceptional and friendly service externally and internally.
• Open new accounts and process loan applications.
• Cross-sell products and services to members.
• Coach staff to meet sales and service goals.
• Represent the credit union at community events.

Skills

Sales skills

Interpersonal skills

Communication

Job description

UNCLE Credit Union in Livermore, CA is seeking a Financial Consultant I to join our growing team. You will onboard members, educate them on loan and account options, and maintain knowledge of credit union products and promotions.

Your role includes cross-selling, meeting production goals, and supporting community activities to deepen member relationships. Responsibilities include opening new accounts, processing loan applications, and coordinating with branch staff to achieve sales targets while