Summary/Objective:
As part of the branch team, The Financial Solutions Guide (FSG) meets with Elevation’s members and prospective members to provide account services, financial guidance and offer value adding financial solutions. The FSG is an important part of the branch team that creates raving fans through delivering amazing experiences—every member, every time.
Essential Functions include:
- Exhibits passion for the job and demonstrates our core values, Integrity, Respect, Passion, Creativity, and Excellence.
- Engages members using our Way model; with care, professionalism, and the highest level of service to explore relevant solutions to members and refer to internal partners as identified.
- Originates all consumer loan type applications and analyzes credit reports and cross-sells relevant consumer loan our products and services.
- Handles account maintenance needs such as opening and closing accounts, online banking support, fee refunds and may perform transactions to include, but not limited to, processing account deposits, cash handling, withdrawals, and payments.
- Develops and fosters professional relationships with members and within the community to increase member acquisition and generate revenue.
- Demonstrates operational excellence through adherence with established policies, procedures and processes.
- Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).
Reports to: Branch Manager
Manages: This role does not have supervisory responsibilityI
Required Competencies: Sales Negotiation, Becoming a Business Advisor, Initiating Action, High Impact Communication, Managing Work, Active Learning
Required Education and Experience:
- High school diploma or equivalent
- 2+ years of financial institution experience
- 1+ years of lending experience
- Proficient in Microsoft Word and Excel
Preferred Education and Experience:
- Bachelor’s degree
- Understanding of business lending and/or mortgage lending
- Bilingual English/Spanish speaking preferred – includes $100/month bilingual bonus after passing aptitude assessment!
Work Environment:
This job operates in an office setting and routinely uses standard office equipment.
Position Type/Expected Hours of Work: Full time / 40 hours per week
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