Financial Services Representative
Posted on: May 26, 2020 • Category: (none)
No. of Jobs: 1
Job Type: Full-Time
Pay Type: Salary
Education: High School
Tasha Erickson
Phone 1: 800.428.8472
tasha.erickson@hcu.coop
HCU Application Page
Heartland Credit Union
2900 N. Main St.
Hutchinson, KS 67502
US
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Heartland Credit Union is looking for a full-time Financial Services Representative to work at one of our Connection Centers. Looking for a positive, friendly and motivated individual who enjoys customer service and sales. Must be able to work in a fast-paced environment. Heartland has a quality training program and this is a great opportunity to get great experience in the financial services field and be a part of a growing company!
The Financial Services Representative will provide quality and efficient service to our members via our video conferencing software (Connections). The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties.
Experience: Minimum two years related experience. Previous experience with full-service financial institution preferred. Previous sales experience preferred.
Skills: Self-motivated, self-starter, driven to succeed. Solid written, verbal and public relation skills. Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously. Strong analytical skills. Proficient in MS Office programs.
Education: High School graduate; college degree preferred.
The successful candidate will have the following responsibilities: Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans. Meet with loan applicants to explain credit policies and to obtain additional loan information and documentation for underwriting.
Conduct outreach calls daily to current and potential members regarding current promotions, products and services. Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs. Expands member base through consultative sales techniques and referrals.
Compare and evaluate possible products and services in order provide product and service recommendations to best meet our members needs and financial circumstances. Expected to meet assigned monthly goals for loans, memberships, new checking accounts, and debit and/or credit cards.
Actively participate and represent Heartland in various community, civic, and professional organizations. Provides superior service to our members. Ensures members are promptly and professionally served. Cross-sells credit union products and services.
Attends meetings and training sessions as required. Pro-actively supports and advances HCU's culture and brand. https://www.hcu.coop/Performs all other duties as assigned.
About Heartland Credit Union: Heartland Credit Union is a member-owned financial cooperative serving over 26,000 members. We've been proudly serving our members since 1948. HCU has many locations in Kansas including Wichita, Hutchinson, Newton and Haven. Learn more about Heartland Credit Union by clicking here.
Location: This person will work out of our Support Center, located in Hutchinson at 4000 N. Monroe.
Hours: The consumer lending Connections Center is open from 9am - 6pm, Monday-Friday and from 9am-12pm on Saturday's to assist our members with their lending needs. Financial Services Representatives must be available 8am - 6pm, Monday-Friday from 8:45am-12:15pm every other Saturday. Will get a half day off during the week if working Saturday.
Physical Requirements: Sedentary work; sitting most of the time. Exerts up to 30 lbs. of force occasionally.
Benefits: Check out a full list of our benefits on our Career Page by clicking here.
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