Member-Focused Financial Services Consultant

DuTrac Community Credit Union; Davenport (IA); On-site; USD 42,000 - 63,000; Full time

Job summary

DuTrac Community Credit Union in Davenport, IA, seeks a Financial Services Consultant transitioning from Member Service Representative to support members with accounts and loans. You will assist with new accounts, loan applications, and cross-sell suitable products.

The role emphasizes strong communication, sales and member-service skills in a community-focused environment with opportunities for growth.

Qualifications

• Strong communication, sales and service skills.
• Ability to develop business relationships with members.
• Comfort with meeting new people and cross-selling products.

Responsibilities

• Assist members with new account openings and account maintenance.
• Help members with consumer loans from application through closing.
• Provide guidance on products and services to reach members' financial goals.

Skills

Sales & Service

Strong Communication

Relationship Building

Job description

DuTrac Community Credit Union in Davenport, IA, seeks a Financial Services Consultant transitioning from Member Service Representative to support members with accounts and loans. You will assist with new accounts, loan applications, and cross-sell suitable products.

The role emphasizes strong communication, sales and member-service skills in a community-focused environment with opportunities for growth.