What are the responsibilities and job description for the Financial Services Rep 1 position at My Community Credit Union?
Job Description
- Assists members with loan requests:
- Conducts loan interviews.
- Gathers and documents pertinent data necessary for underwriting.
- 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:
- Opening Accounts
- Servicing and closing accounts.
- Advises members regarding 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.
- Performs a variety of miscellaneous duties including typing, filing, computer input and assisting with members via telephone.