Financial Specialist

Superior Choice Credit Union•Superior, WI

10d•Onsite

About The Position

This role is responsible for assisting members and potential members with their financial needs, selling services and recommending new products to improve our members’ financial well-being.

Requirements

One year to three years of similar or related experience.
A high school education or GED.
Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretions, requiring diplomacy and tact in communication.
Must be organized and demonstrate the ability to follow guidelines.
Must demonstrate excellent interpersonal and communication skills.
Must demonstrate the ability to be self-directed.
Must demonstrate the ability to follow the organization's confidentiality and security rules.

Responsibilities

Sell credit union services and make qualified referrals while building superior account relationships
Accurately assist, develop, and disburse members’ loan requests
Receives and processes member financial transactions including deposits, withdrawals, and loan payments; sells money orders to members’ transfers amounts from member accounts as directed
Receives and processes member financial transactions including deposits, withdrawals, and loan payments; sells money orders to members’ transfers amounts from member accounts as directed
Accurately process member transactions
Assists members with opening and closing accounts, processes transactions, and resolves member problems, inquires, or complaints. Refers problems to supervisor as needed, along with recommendations for resolutions.
Maintains accurate member account information on computer system and prepares required reports for management
Exhibits a positive attitude toward Credit Union initiatives and mission statement, supporting member acquisition and retention.
Ability to work in a team environment as well as independently
Ability to use office technology such as a computer, internet, email, and other office related software
Ability to work in an office environment for at least 8 hours per day
Performs other job related duties as assigned
Open all accounts, certificates of deposit, and other credit union products or services in accordance with federal regulations, ensuring all related forms and documents are completed and filed/scanned in a timely manner
Actively cross-sell products and services to members to achieve or exceed all established individual and branch sales goals
Possess thorough knowledge of credit union products and ensure compliance with credit union’s policies, procedures, bylaws, and appropriate regulations
Accurately process member transactions