IRA Services Representative jobs in Racine, WI

SUMMARY: Provides financial products and services to establish, retain and deepen relationships with credit union members to achieve sales goals and provide exceptional member service.

ESSENTIAL FUNCTIONS:

• Assists and educates members in the opening of new deposit accounts, share certificate investments, and other credit union services
• Takes loan applications
• Prepares loan documentation, schedule closing, and close consumer loans
• Complete all membership/deposit account opening procedures
• Meets with and educates members about consumer loan products
• Actively cross-promotes credit union products and services
• Works applicable sales leads from vendors and internal sources
• Processes and prints Instant Issue debit cards at member’s request
• Acts as credit union representative for member inquiries and concerns
• Maintains knowledge of credit union products, services, policies and procedures
• Adheres to all credit union policies and procedures
• Other duties as may be assigned

SECONDARY FUNCTIONS:

• Researches and resolves problems on member accounts
• Achieves minimum standards of sales goals
• Represents credit union in various marketing and sponsor related activities
• Monitors and reports sales figures to the VP of Service and Sales
• Supports the marketing of the credit union and its products and services
• Assists Teller Supervisor in opening and closing of Service Center
• Assists Teller Supervisor in Service Center balancing activities, deposit taking, cash retrieval, etc.
• Assists with training new MSR
• Works Saturday in Gurnee Service Center on rotating basis
• Fulfills Receptionist duties as needed on Saturday in Gurnee Service Center
• Travels to other Service Centers to assist with coverage

QUALIFICATIONS:

• Education Required: High School Diploma or equivalent (GED), Nationwide Multistate Licensing System (NMLS) Certification
• Education Preferred: Associate’s degree in Business Administration or related field
• Experience Required: One (1) year of customer service or retail sales experience
• Experience Preferred: Two (2) years of customer service or retail sales experience in a financial institution
• Knowledge, Skills and Abilities (KSAs):
• Sales skills
• Organizational skills
• Ability to perform job functions independently
• Ability to work as part of a team
• Ability to verbally communicate effectively with internal and/or external members
• Ability to use computers and job-specific technology/software efficiently
• Maintains confidentiality
• Performs responsibilities with composure, quality and accuracy under stress of deadlines/requirements

TRAVEL: Up to 10% local travel to cover the branches