Member-Focused Financial Services Specialist

Paycom - ATS

Florissant (MO)

On-site

USD 28,000 - 32,000

Full time

7 days ago
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Job summary

Paycom - ATS in Florissant, MO is seeking an experienced banking professional to proactively meet sales and production goals. The role supports members with account and loan needs, ensuring accurate paperwork and timely processing.

Traveling to branch locations will be required as needed. The candidate should have knowledge of credit union operations, stay current with industry regulations, and maintain member confidentiality while helping members find appropriate financial solutions.

Qualifications

  • Two years of experience in a sales position.
  • At least one year of experience in a financial institution preferred.
  • Some college education desirable.

Responsibilities

  • Meet individual sales and production goals and contribute to branch goals.
  • Assist members with account and loan needs and inquiries.
  • Refer cross-sell opportunities when appropriate.
  • Maintain confidentiality and comply with policies and regulations.
  • Perform initial quality control on loan and account documentation.

Skills

Sales
Time management
Interpersonal skills
Communication
Dependability
Technical
Physical

Education

Two years experience in sales
Some college education desirable

Job description

Paycom - ATS in Florissant, MO is seeking an experienced banking professional to proactively meet sales and production goals. The role supports members with account and loan needs, ensuring accurate paperwork and timely processing.

Traveling to branch locations will be required as needed. The candidate should have knowledge of credit union operations, stay current with industry regulations, and maintain member confidentiality while helping members find appropriate financial solutions.

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