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CommunityAmerica Credit Union Financial Relationship Consultant in Lees Summit, Missouri

Provides professional, prompt, financial service to all members and potential members in a sales and service culture. Continually educates members on credit union products and services in relation to the members’ needs. Ensures a high focus on building and enhancing member relationships through telemarketing, follow-up and financial counseling. This position will be expected to participate in in-house business development promotions.

  • Ensures a high focus on determining members’ needs and cross-selling appropriate services and continually building and enhancing member relationships.

  • Balances vault cash, travelers checks, money orders and cashiers checks.

  • Opens new member accounts, CD’s and IRA’s.

  • Originates and completes member consumer loan applications.

  • Closes loans that have originated outside the in-store branch.

  • Understands and applies savings and lending policies and procedures for possible sales opportunities.

  • Delivers Public Announcements (PA’s) as instructed by the Branch Manager.

  • Perform and track business development activities every month.

  • Performs financial transactions in an efficient and accurate manner by providing accurate account information using account security procedures and recognizing account flags.

  • Maintains an understanding of endorsement requirements and check acceptances of the credit union.

  • Assists with vault cash and originating and scoring member loans as needed.

  • Assures the credit union’s interest is protected and liens to be filed can be perfected prior to disbursal of loan proceeds.Provides supporting documents and proper documentation in member files.

  • Assists in meeting and exceeding individual, team and credit union goals.

  • Promotes honest and open communication throughout the credit union.

  • Demonstrates behaviors that are consistent with the credit union’s values, philosophies, and leadership characteristics.

  • Works with other credit union departments to insure the workflow or process is providing the best service to the members.

Education and Experience

  • Three or more years experience in financial institution or retail sales position is desired.

  • Prior lending experience preferred.

  • Fluency in Spanish ( Written and verbal) highly preferred.

Knowledge, Skills and Abilities

  • Knowledge of sales and service techniques.

  • Knowledge of credit union services and products.

  • Excellent member service skills.

  • Good problem resolution skills.

  • Ability to make sound lending decisions.

  • Ability to work in a fast-paced and team-oriented environment.

  • Ability to communicate effectively in writing and orally

  • Ability to resolve interpersonal conflict and miscommunication.

  • Knowledge of spreadsheet software and ability to use word processing software.

ID: 1201

External Company Name: CommunityAmerica Credit Union

External Company URL: https://www.communityamerica.com/

Street: 825 NE Rice Rd

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