Financial Services Representative

Hutchinson Credit Union Hutchinson , KS 67502

Posted 3 months ago

Heartland Credit Union is looking for a full-time Financial Services Representative to work at one of our Connection centers. Looking for a positive, friendly and motivated individual who enjoys customer service and sales. Must be able to work in a fast-paced environment. Heartland has a quality training program and this is a great opportunity to get great experience in the financial services field and be a part of a growing company!

ABOUT HEARTLAND

Heartland Credit Union is a member-owned financial cooperative serving over 26,000 members. We've been proudly serving our members since 1948. HCU has many locations in Kansas including Wichita, Hutchinson, Newton and Haven. Learn more about Heartland Credit Union by going to www.hcu.coop.

LOCATION

We have two consumer lending connection centers, one in Hutchinson at 4000 N. Monroe and one in Wichita at 37th & Maize Rd. The successful candidate can work from either location.

HOURS

Heartland's consumer lending Connections Center is open from 9am

  • 6pm, Monday-Friday and from 9am-12pm on Saturday's to assist our members with their lending needs. Financial Services Representatives must be available 8am

  • 6pm, Monday-Friday from 8:45am-12:15pm rotating Saturday's.

ABOUT THE POSITION

The Financial Services Representative will provide quality and efficient service to our members via our video conferencing software (Connections). The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties.

The successful candidate will have the following responsibilities:

  • Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans.

  • Meet with loan applicants, via video conferencing software, to explain credit policies and to obtain additional loan information and documentation for underwriting.

  • Conduct outreach calls daily to current and potential members regarding current promotions, products and services. Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs.

  • Expands member base through consultative sales techniques and referrals.

  • Compares and evaluates possible products and services in order provide product and service recommendations to best meet our members needs and financial circumstances.

  • Expected to meet assigned monthly goals for loans, memberships, new checking accounts, and debit and/or credit cards.

  • Actively participates and represents Heartland in various community, civic, and professional organizations.

  • Provides superior service to our members.

  • Ensures members are promptly and professionally served.

  • Cross-sells credit union products and services.

  • Attends meetings and training sessions as required.

  • Pro-actively supports and advances HCU's culture and brand.

  • Performs all other duties as assigned.

QUALIFICATIONS

EDUCATION/CERTIFICATIONS:

  • High school graduate; college degree preferred.

EXPERIENCE:

  • Minimum two years related experience.

  • Previous experience with full-service financial institution preferred.

  • Previous sales experience preferred.

SKILLS:

  • Self-motivated, self-starter, driven to succeed.

  • Solid written, verbal and public relation skills.

  • Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously.

  • Strong analytical skills.

  • Strong technology skills.

  • Proficient in MS Office programs.

OTHER REQUIREMENTS:

  • Valid driver's license.

  • Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union.

  • Will be become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union.

PHYSICAL REQUIREMENTS:

  • Sedentary work; sitting most of the time.

  • Exerts up to 30 lbs. of force occasionally.

BENEFITS

Check out a full list of our benefits on our Career Page by going to www.hcu.coop and then finding "Careers."

For immediate consideration:

To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to www.hcu.coop, then find "Careers." You must create an account to apply and upload a resume. All inquiries are completely confidential.

Equal Opportunity Employer/Affirmative Action Employer

Heartland Credit Union an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws.


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Financial Services Representative

Hutchinson Credit Union