Financial Services Representative, Senior Financial Services Representative

Alaskausa Mortgage Company Anchorage , AK 99501

Posted 5 months ago

Description

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs.

Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions and member service activities.

Duties and Responsibilities:

  • Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.

  • Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.

  • Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.

  • Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.

  • Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.

  • Open all types of new accounts while assisting the member to effectively use account.

  • 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:
Passion for helping people and the drive to build relationships that assist members meet financial goals.

Good communication and human relation skills. Ability to effectively ask questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds.

Tenure: Not Applicable

Apply Online Send This Job to a Friend



icon no score

See how you match
to the job

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
Merrill Lynch Financial Advisor Development Program

Bank Of America Corporation

Posted 4 days ago

VIEW JOBS 10/11/2019 12:00:00 AM 2020-01-09T00:00 Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 10/11/2019 Location: Anchorage, AK, THE FRONTIER BUILDING, 3601 C St, - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Bank Of America Corporation Anchorage AK

Financial Services Representative, Senior Financial Services Representative

Alaskausa Mortgage Company