Member-Focused Financial Solutions Advisor

Carolina Foothills Federal Credit Union; Gaffney (SC); On-site; USD 32,000 - 46,000; Full time

Job summary

Carolina Foothills Federal Credit Union in Gaffney, SC seeks a Financial Solutions Advisor who greets members, handles transactions, and helps them open and use a wide range of credit union products to meet personal financial goals. You will need 2–5 years of related experience and a high school diploma or GED.

Strong customer service, accuracy, and teamwork are essential in a busy, indoor branch environment.

Qualifications

• Two to five years of similar or related experience.
• High school degree or GED required.

Responsibilities

• Provide financial transactions for members efficiently and accurately.
• Open various new accounts and educate customers on services.
• Assist members with loan questions and loan origination processes.
• Assist with deposit-related questions and cross-sell deposit products.
• Support wide range of member services including CDs, safe deposit boxes, wires, and notary tasks.
• Promote additional services during every member contact.
• Set up auto transfers, ACH transfers and wires; ensure regulatory compliance.

Skills

Customer service

Cash handling

Attention to detail

Teamwork

Education

High school degree or GED

Job description

Carolina Foothills Federal Credit Union in Gaffney, SC seeks a Financial Solutions Advisor who greets members, handles transactions, and helps them open and use a wide range of credit union products to meet personal financial goals. You will need 2–5 years of related experience and a high school diploma or GED.

Strong customer service, accuracy, and teamwork are essential in a busy, indoor branch environment.