Financial Services Representative I

hace 3 días


Burgos, España Andrews Federal Credit Union A tiempo completo

Branch 31 Wiesbaden - APO, AE Overview Position Type: Full Time DescriptionThe Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive адамдарrelationships with members and provide solutions to their financial needs, remaining committed to the organization’s core values.Essential DutiesAssumes responsibility for the efficient, effective, and accurate performance of Teller_DS.Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs sti. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.Identifies cross‑selling opportunities through asking members pertinent questions, execution ofაშაულ active listening skills while communicating with members and anticipation of member needs.Responds to members requests, problems, and complaints and/or direct them to the proper person for specific information,F or assistance.Build positive relationships with other lines of business by interacting with other business units.Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards o and across the organization.Volunteer for SEG sign‑ups and others credit union activities.Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the



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