Financial Solutions Specialist - Acworth
Company: LGE Community Credit Union
Location: Acworth
Posted on: October 4, 2024
Job Description:
What You'll Do:This position is responsible for conducting
enthusiastic interactions to uncover needs, inspire possibilities,
provide financial education, and deliver solutions to advance our
members' financial success. Guided by a strong commitment to
provide a better financial future for our members, the Financial
Solutions Specialist (FSS) will suggest relevant products and
services to help our members meet their financial goals. The FSS
will build and strengthen member relationships by providing
industry leading member experience. Adaptability,
futuristic-thinking, and a strong sense of teamwork is the
foundation of our Financial Solutions Specialist.Essential
Functions:
- Proactively promote an atmosphere of quality service and
solutions through enthusiastic member interactions in-branch and by
phone
- Establish supportive and productive long-term member
relationships through rapport, trust, and diplomacy
- Proactively greet and interact with members as they enter the
Credit Union
- Engage with members through active listening and productive
conversation to uncover member needs and financial goals
- Proactively seek opportunities to maximize member loyalty
through industry leading products and service
- Build and strengthen the member relationship by assessing their
financial wellness and offering education and solutions to advance
financial success
- Maintain composure and professionalism in a high production and
changing environment
- Educate and assist members in using LGE technology offered to
complete transactions
- Accurately process member financial transactions as needed to
include, but not limited to:Deposits, Withdrawals, and
Payments
- Maintain collected negotiable items and balance daily to ensure
accuracy and compliance
- Open membership accounts including but not limited to: Deposit
Accounts, Specialty Accounts, Business Accounts
- Seek to resolve account issues/discrepancies and provide
solutions and/or alternatives
- Obtain appropriate application information/documentation to
ensure loans are originated and closed accurately
- Demonstrate sound judgment in loan origination by providing
clear and detailed notes with loan applications
- Review the credit report to determine whether additional
opportunities are available such as:New Shares , Auto Refinance,
Debt Consolidation, Credit Card, Mortgage Loans
- Assure that applications and supporting documentation is
complete prior to the closing of a loan, deposit account, or other
related product/service
- Meet or exceed established individual/team service and sales
goals
- Assist with daily branch operational duties to promote an
optimal branch environment and experience
- Demonstrate positive behaviors that promote high morale,
cooperation, and enthusiasm
- Maintain awareness and report potentially suspicious/fraudulent
activity to prevent credit union losses
- Proactively maintain in-depth knowledge to have the ability to
answer routine/complex questions and provide solutions/suggestions
in regards to: LGE Products and Service, Branch Policies and
Procedures, and Rules and Regulations
- Demonstrate a committed effort to obtain expert level knowledge
of the FSS role through LGE's Universal Agent Training Program
- Support the LGE Contact Center by serving members via phone on
assigned Saturdays
- Participate in and assist with Business Development and
Community outreach programs
- Be familiar with and follow all policies, procedures and
processes which have been established in order to meet compliance
requirements of all applicable federal regulations. The regulations
include but are not limited to the Privacy Act, Office of Foreign
Assets Control (OFAC), Bank Secrecy Act (BSA), Reg. CC and Patriot
Act.Who you are:
- Required: High School Diploma or equivalent
- Required: 1+ years' customer service and/or sales
experience
- Required: Comfortable working with little to no supervision in
fast-paced environment
- Required: Basic understanding of computer operation and
programs
- Preferred: Associates Degree in Business or related field
- Preferred: 1+ years retail, credit union, or financial services
experience
- Preferred: Bilingual Spanish Speaking
- Ability to effectively communicate in oral and written
form
- Ability to cross-sell products and services
- Ability to gather, interpret, and solve complex problems
- Must be flexible in supporting other branch offices
- Demonstrated proficiency with computer programs to include, but
not limited to Microsoft Excel and Word
- Ability to gain and obtain the knowledge of lending practices;
regarding interpretation of credit bureau reports, underwriting
criteria, and basic lending philosophy
Keywords: LGE Community Credit Union, Warner Robins , Financial Solutions Specialist - Acworth, Accounting, Auditing , Acworth, Georgia
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