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Financial Services Representative

Expired Job

AAA Southern New England Saugus , MA 01906

Posted 6 months ago

SUMMARY:

Assists members with all phases of loan application and loan processing, providing financial services information, employing Five Diamond Service in all interactions.

Answers incoming inquiries about Club's financial services, including auto loan products; quotes rates and recommends loan types; may suggest financing alternatives.

Takes loan applications from members either on the phone or in person; communicates with bank to exchange information for credit approval; follows-up with various lending institutions; ensures receipt of documentation, including insurance binder, purchase and sale agreement, lien holder information, vehicle title, etc; verifies insurance coverage, VIN numbers and other information.

Acts as financial services go-to person, interpreting Club policies and procedures in branch locations.

QUALIFICATIONS:

High School Diploma or GED required. High school diploma required.

Associate's degree recommended. One to three years' sales experience required, preferably in a financial services institution. Excellent written and oral communication.

Strong attention to detail, ability to perform multi-task with minimum supervision. Excellent interpersonal skills, with ability to build effective relationships. Ability to work independently and as a team player in the branch atmosphere. Ability to operate a personal computer with applicable software, multi-line telephone, typewriter, calculator, copy machine, and fax machine.

AAA Northeast is one of the largest and most innovative membership organizations in North America. It is a multi-business organization comprising more than 60 locations in a six-state area.

We provide valuable roadside service to our 5.1 million members, as well as many specialized services such as Financial Services & Loans, Insurance, Travel, Discounts, Auto Glass, and Driver Training. AAA is a key advocate for issues impacting the traveling public, such as highway safety, road maintenance and related legislation. We have a unique organizational model and many of our businesses are the largest and most sought after in their industries.

AAA Northeast employees help and serve as a way of life. Through a 100-year legacy of service stewardship, our employees make valuable contributions to our workplace and the community that surrounds us. In order to continue our mission, our organization is expanding and we need talented people to work alongside us in creating our next 100 years.

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Financial Services Representative

Expired Job

AAA Southern New England