Financial Services Representative

Welcome to InTouch Credit Union! (Mileage will be Company Paid)

• We’re looking for a Personal Financial Assistant who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.
• Our ideal candidate will make $20.85 for this role.
• Monday-Friday 8:00 a.m. to 6:15 p.m.
• Rotating Saturdays 8:30 a.m. to 12:45 p.m. with flex day during the week.
• Hours may fluctuate based on branch locations needs.
• Rotating between branches.
• Must possess a clean driving record, valid state Driver's License, current vehicle registration, and current insurance certificate card.

What about the Duties & Responsibilities? The Personal Financial Assistant will work in our lobby, customer facing and providing the following as part of their key essential duties:

• Greet and welcome members and visitors to the Credit Union in a prompt and professional manner consistent with service excellence best practices including a handshake, introduction and use of the member’s name.
• Identify and recommend products and services based on the member’s financial needs upon review of their account or through determining needs based on asking open ended questions.
• Contact prospective members, businesses, community groups and Select Employer Groups (SEGs) to present information on available products and services.
• Attend various community organization meetings to develop new business and create awareness of the credit union.
• Meet or exceed sales and service goals.
• As directed by branch leadership based on staffing requirements, work at other branch and/or in store branch locations.
• Maintain open lines of communication with Branch Manager, Assistant Branch Manager and all staff; work closely with them to ensure exceptional member service delivery.
• Facilitate requests of members and visitors within guidelines established by policies, procedures and regulations.
• Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.
• Respond to problems and concerns with a sense of urgency in order to maintain and strengthen the relationship between the member and the Credit Union.
• Identify cross-sell opportunities to enhance relationship building with member and provide enhanced services to members by maintaining expert level of knowledge of Credit Union features and benefits, lending guidelines, products and services.
• Adhere to Credit Union policies and procedures, government rules and regulations, and vendor and security guidelines.

Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.

The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.

Requirements

SKILLS AND ABILITIES REQUIRED

Education/Certification:

• High school degree or equivalent.
• Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.

Experience:

• At least six months of banking or customer service experience.
• At least six months of experience in Retail Banking sales.

Job Type: Full-time

Pay: $19.75 - $20.85 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Experience level:

• Under 1 year

Physical setting:

• Office

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to commute/relocate:

• Auburn Hills, MI: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Do you have at least six months of experience in sales?

Experience:

• Banking: 1 year (Required)
• Customer service: 1 year (Required)

Work Location: In person