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Financial Solutions Representative II

Company: First Tech Federal Credit Union
Location: Redmond
Posted on: January 13, 2018

Job Description:

Are you passionate about helping members with their financial needs? Are you looking for a position that offers a fun and dynamic work environment? We are looking for a Financial Solutions Representative to join our Bella Bottega Branch in Redmond. This role will be responsible for assisting members with day to day transactions; as well identifying and offering Credit Union products and services to best fit members--- needs. Having a minimum of three years of experience in a bank or credit union branch environment with an emphasis on sales will help you succeed.Here's what you can expect from the job and what you need to be successful:Job Duties:

  • Process routine financial business for members quickly and accurately, including deposits and withdrawals, loan payments, traveler's checks and money orders
  • Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
  • Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate using the online tracking and CRM systems
  • Actively participate in programs and procedures that drive sales
  • Build strong relationships with existing members
  • Follow up activities for new and existing members, which can include outbound calls and business development activities
  • Opportunity to serve as a peer coach
  • Opportunities to partner with other lines of business in sales and service activities
  • Opportunity to assist our members in their financial goals by multiple deposit& lending product optionsEssential Skills:
    • Minimum 3-5 years' previous experience in a fast-paced, high volume service and sales environment; financial industry experience preferred
    • Experience accurately managing large amounts of cash and other financial negotiable items (in person and electronically)
    • Must have experience in Sales or Service, with emphasis on customer relations
    • Inbound and/or outbound sales experience preferred
    • Ability to support First Tech branding in business development opportunities
    • Proficiency in basic mathematics, ten-keyLocation: Bella Bottega Branch - Redmond, WA 98052Schedule:40 Hours per week, including SaturdaysFirst Tech is not currently offering Visa sponsorship or transfersMP123I acknowledge that if hired by the company, employment is on an at-will basis. This means the company is free to terminate my employment at any time, with or without cause or advance notice. Similarly, I am free to terminate my employment with the company at any time for any reason. I agree to conform to the rules and regulations of the company, and I understand that the company has complete discretion to modify such rules and regulations at any time, except that it will not modify its policy of employment at-will.

      Keywords: First Tech Federal Credit Union, Seattle, Financial Solutions Representative II, Accounting, Auditing, Redmond, Washington

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