What are the responsibilities and job description for the Financial Services Specialist position at Apgfcu?
We are seeking a Financial Services Specialist to join our team at Apgfcu. As a key member of our organization, you will play a vital role in providing personalized support to our members and contributing to our growth.
Job Description
The Financial Services Specialist will be responsible for delivering exceptional service to members through various channels, including phone and mail correspondence. This role requires strong analytical skills to identify members' needs and match them with our credit union products and services. You will work closely with MSC Branch Manager to ensure seamless delivery of savings and loan related services.
Responsibilities
- Financial Analysis: Analyze members' needs and match them with our credit union products and services, promoting the benefits of these offerings.
- Credit Union Products and Services: Provide detailed information about our products and services to members, including mortgages, VISA products, and other financial solutions.
- Account Maintenance: Correct errors on members' accounts, calculate penalties and dividends, and maintain high quality control levels when reviewing or performing account functions.
- Communication: Develop effective communication strategies to engage with members and deliver exceptional service.
Requirements
- Education: Equivalent to High School education with additional broad specialized training equivalent to 2 years college.
- Experience: 1 to 2 years financial savings and loan sales background; telephone customer service and interviewing experience.
- KSA (Knowledge, Skills, and Abilities): Knowledge of savings and loan products and services, data entry, commercial math, customer service, and excellent communication skills.
