The Financial Services Representative assists members with loan applications, manages accounts, builds relationships, and achieves sales goals while ensuring compliance and confidentiality.
About the Organization:
Our client is a well-established, member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service. With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement.
Overview:
We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ideal for someone who enjoys building relationships, providing tailored financial solutions, and working in a collaborative, fast-paced environment.
Key Responsibilities:
- Assist members with consumer and auto loan applications, including processing, closing, and follow-up
- Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services)
- Achieve individual and team sales and referral goals on a monthly, quarterly, and annual basis
- Perform teller transactions, including cash handling, deposits, withdrawals, and account servicing
- Balance cash drawer and complete end-of-day reconciliation and reporting
- Maintain up-to-date knowledge of products, services, procedures, and compliance regulations
- Ensure strict confidentiality of member information at all times
- Participate in community outreach and business development activities as needed
- Provide support across branch locations based on business needs
Qualifications:
- High school diploma or equivalent required
- Minimum of 2 years of experience in a financial institution or related field, including customer service, cash handling, and loan processing
- Strong communication, organizational, and customer service skills
- Team-oriented with the ability to work in a fast-paced environment
- Basic computer proficiency required
- NMLS certification (or ability to obtain)
Top Skills
Basic Computer Proficiency
Nmls Certification
LTD Global, LLC Pleasanton, California, USA Office
7901 Stoneridge Dr, Suite 318,, Pleasanton, California, United States, 94588
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