Neighbors Credit Union

Personal Financial Representative

US-MO-Manchester
3 weeks ago
Job ID
2017-1231
# of Openings
1
Category
Sales

Overview

Are you looking for a customer service position to combine your awesome people skills, enthusiasm for technology and sales experience? Do you want a work schedule that has evenings and most of the weekends off?  The Personal Financial Representative (PFR) at Neighbors Credit Union delivers a world-class customer service experience that makes us the financial institution of choice.

 

Who you are:

As a PFR you are the face of Neighbors. Your interactions with our members will highlight all the awesome new products and services we have to offer. You will be trained on Apple and Android products to guide and educate our members in their selection of products and services to enhance their financial lives. You will use your problem-solving skills to ensure swift resolutions to member concerns. PFRs come from every sort of professional background. What matters is the ability to use all your skills and knowledge to enhance the experience of our members.

 

Who we are:

Neighbors Credit Union is a growing, not-for-profit, full-service financial institution that was established in 1928. Here our employees have a simple purpose: to provide awesome member experiences! And at Neighbors Credit Union, you will be part of a team that always puts people before profits.

 

Our Mission:

Providing awesome member experiences through innovative products, superior service, and trusted advice, while strengthening our community with financial education. We are dedicated to the success of our members and employees to ensure we are the financial institution of choice.

Responsibilities

  • Welcome members, identify their needs, and offer products and services to members based on their needs. Responsible for managing the member relationship.
  • Responsible for successfully contributing to the branch sales goals and meeting individual sales goals.
  • Assists and educates members on the use of all electronic service delivery channels offered both in the branch and through their personal devices.
  • Ensures compliance with all related federal and state regulations, Credit Union policies and procedures.

Qualifications

  • Possesses exceptional interpersonal and communication skills. Ensures members receive personal service tailored to their needs.
  • Possesses exceptional decision making skills. Works independently and makes appropriate decisions.
  • Comfortable using and demonstrating the latest technology. Actively works toward obtaining basic knowledge on Credit Union electronic service delivery channels including ITMs, mobile devices, and service offerings through Online Banking including Bill Pay, budgeting tools, online account opening, ATMs, transfer options, etc.
  • Demonstrates strong sales skills.
  • Proven ability to multitask.

 

Job Requirements

  • A minimum of one year of sales/operations experience with increasing responsibility.
  • Proven experience in technology usage and demonstration. Uses online tools for personal banking. Uses electronical delivery channels at FI as well as other merchant/service offerings.

 

Education:

High school diploma or equivalent in combination with employment based financial courses.

 

Hours of Operation:

9:00 am to 5:00 pm Monday through Thursday

9:00 am to 6:00 pm Friday

9:00 am to 1:00 pm Saturday

 

Rewards

  • This position is full-time! You will be eligible for benefits including medical, dental, life insurance, disability insurance, flexible spending accounts, and a 401(k) plan with matching contributions.
  • The salary range for the Personal Financial Representative is $14.00 to $17.50 per hour.
  • At NCU, we believe hard work should be rewarded. Your compensation will include opportunities for monthly bonuses and incentives.
  • We have excellent opportunities for career advancement and professional development

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