Classification: Non-Exempt
SUMMARY
The Financial Services Representative’s primary function is to fulfill Altura Credit Union’s members financial needs through effective profiling and guide them through a successful and rewarding experience in order to increase each member’s profitability potential and to guarantee that every member, every time receives a warm and positive experience. Displays Altura Credit Union’s Core Values (Respect, Integrity, Innovation, Passion and Excellence) to both external and internal members. Takes ownership of every member every time and provides Start to Finish member service.
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ESSENTIAL DUTIES AND RESPONSIBILITIES
- Determines Members needs and directs them to the proper services and resources for transacting business. Opens new membership accounts and cross-sells Altura Credit Union and its Affiliate’s products and services, using supporting verification systems. Responsible for asking for the business and closing the sale. Coaches members in the use of our technology.
- Meets quota/production requirements as stated in compensation/commission agreement.
- Demonstrates excellence in member service by welcoming members to the branch and providing service in an efficient, friendly and professional manner. Consistently maintains a member survey average score of 9.5 or above.
- Functions in any operational role necessary to expedite member transactions and ensure member wait times are minimal to include, new accounts, fraud processing, loan applications/signings, wire transfers, Member research and assisting at the Welcome Center, where applicable.
- Adheres to compliance issues, policies and procedures, in order to preserve the operational integrity of the branch network. Accurately performs Symitar functions.
QUALIFICATIONS
- High school diploma or equivalent is required.
- A minimum of one (1) years’ experience in the financial services industry is required.
- Notary Public commission required.
Why Altura?
WORK-LIFE BALANCE
- Vacation (10+ or Minimum Days)
- Sick (8Days)
- Holidays (11Days & 1/2Day Christmas Eve)
- Birthday & Anniversary Day Off
- Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
- Community Volunteer Events
- Social Events & Outings
- Event & Venue Discounts
WEALTH INCENTIVES
- Competitive Pay
- Stakeholders
- 401k Dollar-for-Dollar Match up to 6% (after one year of service)
- Business Attire Allowance
- Annual Performance Review & Increase
- Wellness Incentive
- Tuition Reimbursement
- Awards, Recognitions & Incentives
- Free Checking & Savings Accounts
- Discounted Employee Loan Rates
HEALTH AND WELLNESS
- Kaiser and Cigna Medical & Prescription Plans
- Dental & Vision
- Fitness Challenges & Gym Access
- Onsite Wellness Programs
- Medical & Dependent Flex Spending Account
- Life & A&D Insurance
- Employee Assistance Program
- Pet Insurance
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