Member-Focused Financial Services Representative

My Community Credit Union; Odessa (TX); Vor Ort; USD 22.000 - 30.000; Vollzeit

Zusammenfassung

MCCU in Odessa, TX is seeking a Financial Services Representative to guide members through opening, servicing, and closing accounts, conducting loan interviews, gathering documentation, and completing loan closings for approved applications.

This role emphasizes friendly service across in-person, phone, and digital channels, with emphasis on accurate documentation, cross-selling where appropriate, and building trusted relationships within the branch.

Qualifikationen

• High school diploma, GED, or equivalent required.
• 6 months to 2 years of sales, lending, or personal banking experience preferred.
• Confident in sharing products and digital services to help members.
• Exceptional listening skills for personalized conversations.
• Warm, friendly, welcoming presence for members.
• Strong attention to detail; ensure applications and documents are accurate.

Aufgaben

• Assist members with opening, servicing, and closing accounts.
• Conduct loan interviews and gather documentation.
• Complete loan closings for approved applications.
• Cross-sell products and provide exceptional service to support branch goals.

Kenntnisse

Sales experience

Lending experience

Personal banking

Listening skills

Attention to detail

Customer service

Relationship building

Ausbildung

High school diploma, GED, or equivalent

Jobbeschreibung

MCCU in Odessa, TX is seeking a Financial Services Representative to guide members through opening, servicing, and closing accounts, conducting loan interviews, gathering documentation, and completing loan closings for approved applications.

This role emphasizes friendly service across in-person, phone, and digital channels, with emphasis on accurate documentation, cross-selling where appropriate, and building trusted relationships within the branch.