Description
The Representative, Financial Solutions (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As an FSR, you'll work in a fast-paced environment processing routine financial transactions for members in-person, over the phone, and by e-mail. You'll engage in consultative conversations with members to establish a strong rapport and understanding of their financial needs and offer tailored products and services to help them reach their financial dreams.
Here's what you can expect from the job and what you need to be successful:
Job Duties:
Quickly process routine financial transactions for members including deposits and withdrawals, loan payments, and cashier's checks, while ensuring regulatory compliance and adherence to internal procedures
Establish and maintain member deposit and loan accounts
Provide the highest quality of member service by promptly addressing member concerns and escalate to leadership when appropriate
Proactively identify and recommend the best products and services to meet the members' financial needs and partner with service teams including insurance, investments, Premier, and mortgage
Meet quarterly metrics and service objectives (i.e. campaigns, cross-selling, and referrals), alongside sales targets, and incentives to help drive and execute on key business goals and initiatives
Complete required compliance training within well-defined timelines and utilize available resources to maintain in depth current knowledge of all current credit union products and services
Perform account maintenance activities including updating member contact and personal information
Perform follow-up activities and outbound calls for new and existing members
Essential Skills:
Minimum six (6) months in a fast-paced sales or customer service role required; financial services experience preferred
Ability to listen to members' needs and provide tailored product recommendations
Excellent listening skills with the ability to ask probing questions, understand concerns, and overcome objections
Excellent verbal and written communication skills; able to express ideas concisely and logically
Demonstrated effective time management skills and the ability to work independently or in a collaborative team environment
Ability to work in fast-paced customer service and sales environment without sacrificing accuracy and service
Aptitude for learning a variety of computer systems using technology to solve member issues
Possesses critical thinking and decision-making skills with attention to detail
Working knowledge of Microsoft Office Suite
Minimum Education:High School Diploma or equivalent
Certification/License: Notary preferred
Location: Sammamish, WA 98074 (FULL TIME ON SITE)
Target Compensation in Seattle, WA:$21.63 to $27.88 per hour + quarterly incentive
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Clickhereto learn more!
First Tech is not currently offering Visa sponsorship for this position
FTFRetail
First Technology Federal Credit Union is an Equal Opportunity Employer. First Tech does not discriminate against any employee or applicant for employment on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, ma
