What are the responsibilities and job description for the Financial Services Associate position at mfcu?
About Us:
MFCU is a credit union that strives to create an atmosphere of belonging with no judgment, just opportunity. We empower our employees to be the best version of themselves while helping them flourish in work and life.
Key Responsibilities:
Requirements:
MFCU is a credit union that strives to create an atmosphere of belonging with no judgment, just opportunity. We empower our employees to be the best version of themselves while helping them flourish in work and life.
Key Responsibilities:
- Deliver on Credit Union's Promises: Live out our core values in every service contact to both internal and external members.
- Develop Product Knowledge: Maintain an effective level of product knowledge to identify members' financial needs and recommend appropriate Credit Union solutions.
- Sales Expectations: Actively participate in Credit Union initiatives, promotions, and achieve assigned financial service goals.
- New Accounts: Assist with opening new accounts, prepare and process documentation, and collect share deposits.
Requirements:
- Minimum 1-2 years related experience
- Skills in Microsoft Word, Excel, and Outlook
- Able to attain Financial Counselor Certification (CCUFC) within 6 months
