Financial Solutions Representative

Location: Palo Alto, CA
Description:
Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Financial Solutions Representative to join our Palo Alto Branch. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members’ needs. Having a minimum of three years of experience in a bank or credit union branch environment with an emphasis on sales will help you succeed.
Here's what you can expect from the job and what you need to be successful:

Job Duties:
  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
  • Build strong relationships with existing members
  • Follow up activities for new and existing members, which can include outbound calls and business development activities
  • Opportunity to serve as a peer coach
  • Opportunities to partner with other lines of business in sales and service activities
  • Opportunity to assist our members in their financial goals by multiple deposit & lending product options

Essential Skills:
  • Minimum 3-5 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
  • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
  • Must have experience in Sales or Service, with emphasis on customer relations
  • Inbound and/or outbound sales experience preferred
  • Ability to support First Tech branding in business development opportunities
  • Proficiency in basic mathematics, ten-key
April A. Estes
Senior Recruiter
720-439-2609 Direct
april@proenlist.com 
www.proenlist.com 
www.medenlist.com 

www.linkedin.com/in/aprilaestes
 
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