What are the responsibilities and job description for the Financial Representative position at My Community Credit Union?
This position is located in ODESSA, Texas.
To provide a single source for most of the financial needs of Credit Union members.
Assists members with loan requests: Conducts loan interviews, gathers and documents pertinent data necessary for underwriting, and cross-sells appropriate loan related products. Conducts loan closings for applications approved through automated process or by an authorized underwriter.
Assists members with all aspects of Member Service, including but not limited to: Account opening, servicing and closing; Counsels members in regard to credit union products and services; Addresses and resolves member concerns (referring issues that are beyond their authority to the Branch Manager).
Actively promotes and provides product guidance to members. Identifies cross-sell opportunities, successfully presenting and placing appropriate services that meet member needs in each interaction
Job Type: Full-time
Pay: $31,000.00 - $32,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Prescription drug insurance
- Tuition reimbursement
- Vision insurance
Experience level:
- Under 1 year
Physical setting:
- Office
Schedule:
- 8 hour shift
- Holidays
- Monday to Friday
- Weekend availability
Ability to commute/relocate:
- Odessa, TX 79762: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Cash handling: 1 year (Preferred)
- Banking: 1 year (Preferred)
- Customer service: 1 year (Preferred)
Work Location: One location
Salary : $31,000 - $32,000