Financial Service Rep Specialist

We're looking for a Financial Service Rep Specialist to engage with members and prospects, deliver expert responses, and cultivate strong relationships to ensure an extraordinary experience. The role involves driving sales performance, maintaining advanced licensure, and consistently exceeding goals for memberships, accounts, and loans.

Requirements

• Driving sales performance by leading strategic initiatives and staying current on credit trends.
• Maintaining advanced licensure and consistently exceeding goals for memberships, accounts, and loans through effective goal setting, performance tracking, and team coaching.
• Leading by example, actively supporting phone queue coverage, managing lobby traffic, and ensuring prompt, efficient member service.
• Delivering tailored financial solutions through active listening, credit analysis tools, and CRM systems to meet individual member needs.
• Strengthening branch growth by building strong community and business relationships through events, workshops, and strategic partnerships.
• Consistently achieving high quality assurance scores by mastering service protocols, actively listening to member concerns, and efficiently utilizing credit union tools across both phone and in-person interactions.
• Demonstrating deep product knowledge and a commitment to excellence through ongoing training, advanced problem solving, and mentoring peers.
• Serving as a trusted resource for branch security operations, including opening/closing procedures, and arming/disarming systems.
• Providing guidance to peers on best practices and supporting a secure, member-focused environment through leadership and accountability.
• Collaborating closely with management to drive improvements in sales, reduce errors, and elevate branch success.
• Staying ahead of market trends and technology, using experience to craft innovative solutions that meet evolving member needs.
• Enhancing expertise by actively pursuing development opportunities, including but not limited to, attending conferences, acquiring certifications, completing learning courses internally and through other relevant platforms, or engaging in both internal and external leadership programs.

Benefits

• 401k Matching
• Retirement Plan
• Paid Time Off
• Generous Parental Leave