Financial Services Representative Job at Winston-Salem Federal Credit Union
Consults with members to identify financial needs and sell services to meet those needs. Analyzes credit report to identify cross-sell opportunities and looks for ways to benefit the member's financial well-being. Recommends services and counsels members on ways to improve their credit scores and credit worthiness.
Corresponds with or interviews loan applicants; prepares necessary documents for approval and processes approved loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements. Reviews loans for proper insurance on collateral, taking action to insure uninsured collateral.
Assists members with opening and closing accounts; answers questions about products and services and resolves all member problems; refers problems that are beyond their authority to the manger.
Ensures all requirements are met for account opening and lending and all documents and processes are accurately completed for each transaction.
Job Type: Full-time
Pay: $52,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Winston-Salem, NC 27101: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Banking: 3 years (Preferred)
- Customer service: 2 years (Preferred)
Work Location: One location
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