Financial Services Representative

Alaskausa Mortgage Company Mount Vernon , WA 98274

Posted 3 weeks ago

Description

Category: 15

Reports to: Varies by location

Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service. Perform teller, member service activities and loan activities, as well as meet sales goals through cross sales of credit union products and services.

Duties and Responsibilities:

  • Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service.

  • In compliance with credit union marketing image and service delivery goals, be knowledgeable of and sell credit union products and services, answer inquiries and provide information to members on all types of accounts, loans, and other credit union services.

  • Perform duties of Member Service Representative.

  • Open all types of new accounts, cross sell credit union services and add new relationships to existing accounts.

  • Assist members with loan applications, loan closing documentation and loan declinations consistent with credit union policies, the Equal Credit Opportunity Act and The Fair Credit Reporting Act.

  • Receive and process member service requests. Identify, research and correct member account discrepancies.

  • Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b.

    Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.

  • Perform other duties as assigned.

Requirements

Education: High school graduate or equivalent.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills:
Prior customer interactive experience.

Good communications and human relation skills. Must be able to lift 25 pounds.

Tenure: Financial Services Representative, Category 15, requires six months tenure in the Member Services Representative position with performance that meets or exceeds expectations.

Senior Financial Services Representative, Category 14, requires six months tenure in the Financial Services Representative position that meets or exceeds expectations and demonstrated ability to perform all duties and responsibilities. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Apply OnlineSend This Job to a Friend



upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Outbound Call Center/Patient Services

Northwest Eye Surgeons

Posted 2 weeks ago

VIEW JOBS 1/2/2019 12:00:00 AM 2019-04-02T00:00 <p><img title="PAC Team" alt="" src="https://workablehr.s3.amazonaws.com/uploads/photos/79386/061a2c6e858cf1ae71c6994bee5b9b81.jpg" style="display: block; margin: auto;"><br></p><p>Be part of an exciting and team-oriented multi-specialty Ophthalmology practice! Maintain great work life balance with no weekends or holidays work.</p><p>Responsibilities include: </p><ul> <li>Provide exemplary customer service for the following patient service.</li> <li>Pre-load EMR in advance of clinical appointment with a current list of medications, medication dosing, preferred pharmacy, primary care provider, referring doctor, past eye history, past medical history. </li> <li>Reviewing the exam process, setting clear expectations for the exam experience and timeframe and answering questions.</li> <li>Verify patient registration and insurance information in the EPM program.</li> <li>Provide excellent customer service in all interactions with patients, handle and resolve problems that occur, effectively manage dynamic or escalated patient encounters, and other tasks needed.</li> </ul><p>An ideal candidate will be patient-focused with a love for the senior community. Northwest Eye Surgeons is an equal opportunity employer offering competitive salary and full benefits packages including PTO and 401(k) matching. </p><p><strong>Requirements</strong></p><ul> <li>High School Diploma or equivalent.</li> <li>1 - 2 years call center or reception experience.</li> <li>Strong customer service approach with excellent verbal communication and interpersonal skills. </li> <li>Proficient with computers, Microsoft Office products, Windows environment, and strong keyboarding skills.</li> <li>Basic knowledge of Medical Terminology</li> <li>Basic math skills (add, subtract, etc.)</li> <li>Demonstrate strong ability to multitask</li> <li>Have flexibility to help in all areas and effectively work in a team environment</li> <li>Maintain a professional presentation, patient confidentiality and have strong interpersonal skills</li> <li>Excellent verbal and written communication for exemplary customer service</li> <li>Strong organization and attention to detail</li> </ul><p><strong>Benefits</strong></p><ul> <li>Competitive Salary</li> <li>Medical, Dental, and Vision Insurance</li> <li>Flexible Spending Account</li> <li>401(k) Plan with employer match</li> <li>Paid Holidays</li> <li>Paid Time Off</li> </ul> Northwest Eye Surgeons Mount Vernon WA

Financial Services Representative

Alaskausa Mortgage Company