What are the responsibilities and job description for the New Account Representative position at mfcu?
Credit Union Values:
We believe in delivering exceptional service and support to our clients. Our core values include being trustworthy, caring, and enthusiastic in every interaction. We strive to empower our employees to be their best selves while helping them thrive in work and life.
Main Responsibilities:
Requirements:
We believe in delivering exceptional service and support to our clients. Our core values include being trustworthy, caring, and enthusiastic in every interaction. We strive to empower our employees to be their best selves while helping them thrive in work and life.
Main Responsibilities:
- Develop Product Knowledge: Maintain an effective level of product knowledge to identify clients' 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
