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Financial Services Representative
Location:
Hutchinson, KS
Description:
Heartland Credit Union is the winner of the 2022 Best of the Best for Reno county in several areas, including "Best Place to Work!" Heartland Credit Union is looking for a full-time Financial Services Representative to work at one of our member experience centers. Looking for a positive, friendly and motivated individual who enjoys customer service and sales. Must be able to work in a fast-paced environment. Heartland has a quality training program and this is a great opportunity to get great experience in the financial services field and be a part of a growing company! ABOUT HEARTLAND Heartland Credit Union is a member-owned financial cooperative serving over 36,000 members. We've been proudly serving our members since 1948. HCU has many locations in Kansas including Wichita, Hutchinson, Newton, Haven, Hays, and Ness City. Learn more about Heartland Credit Union by going to www.hcu.coop . LOCATION We have two consumer lending locations, one in Hutchinson at 4000 N. Monroe and one in Wichita at 37th & Maize Rd. The successful candidate can work from either location. HOURS The consumer lending is available to assist members from 9am - 6pm, Monday-Friday and from 9am-12pm on Saturday's to assist our members with their lending needs. Financial Services Representatives must be available 8am - 6pm, Monday-Friday from 8:45am-12:15pm rotating Saturday's. ABOUT THE POSITION The Financial Services Representative will provide quality and efficient service to our members via our video conferencing software (Connections). The successful candidate will help members with their full financial picture including opening new accounts, cross-selling HCU products and services, interviewing members regarding loan and credit card applications, conducting sales calls, and performing other operational branch duties. The successful candidate will have the following responsibilities: Guide members through the borrowing processes from education/pre-qualification to receiving, reviewing and processing the loan application for consumer (auto, personal, and consolidation), home equity, credit card, and overdraft account loans. Meet with loan applicants to explain credit policies and to obtain additional loan information and documentation for underwriting. Conduct outreach calls daily to current and potential members regarding current promotions, products and services. Open new accounts (checking, savings, IRA's, etc.), renewing and redeeming certificate accounts, and assisting members with other financial needs. Expands member base through consultative sales techniques and referrals. Compare and evaluate possible products and services in order provide product and service recommendations to best meet our members needs and financial circumstances. Expected to meet assigned monthly goals for loans, memberships, new checking accounts, and debit and/or credit cards. Actively participate and represent Heartland in various community, civic, and professional organizations. Provides superior service to our members. Ensures members are promptly and professionally served. Cross-sells credit union products and services. Attends meetings and training sessions as required. Pro-actively supports and advances HCU's culture and brand. Performs all other duties as assigned. QUALIFICATIONS EDUCATION/CERTIFICATIONS: High school graduate; college degree preferred. EXPERIENCE: Minimum two years related experience. Previous experience with full-service financial institution preferred. Previous sales experience preferred. SKILLS: Self-motivated, self-starter, driven to succeed. Solid written, verbal and public relation skills. Solid time management skills and ability to organize, prioritize, and perform multiple tasks simultaneously. Strong analytical skills. Proficient in MS Office programs. OTHER REQUIREMENTS: Valid driver's license. Requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Will be subject to the required registration process, which includes fingerprinting and a criminal background screening. Fees are paid for by Heartland Credit Union. Will be become a Certified Credit Union Financial Counselor (CCUFC) through CUNA's FiCEP program. Certification fees are paid for by Heartland Credit Union. PHYSICAL REQUIREMENTS: Sedentary work; sitting most of the time. Exerts up to 30 lbs. of force occasionally. BENEFITS Check out a full list of our benefits on our Career Page by going to www.hcu.coop and then finding "Careers." For immediate consideration: To apply from our career site, go to Apply Now. If you are viewing from an outside posting board, go to www.hcu.coop , then find "Careers." You must create an account to apply and upload a resume. All inquiries are completely confidential. Equal Opportunity Employer/Affirmative Action Employer Heartland Credit Union an Equal Opportunity Employer (EOE). Heartland provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation and gender identity, national origin, age, disability or genetics. Heartland hires and promotes individuals solely on the basis of their qualifications for the job to be filled. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions. This practice applies to all areas of employment including recruitment, hiring, training and education, promotion, termination, compensation and all conditions and privileges of employment in accordance with applicable federal, state and local laws. Job Posted by ApplicantPro
Company:
Heartland Credit Union
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Financial Services Representative
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Heartland Credit Union located in Hutchinson KS. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.
Financial Services Representative is a Accounting & Finance Financial Service Representative Job at Heartland Credit Union located in Hutchinson KS. Find other listings like Financial Services Representative by searching Oodle for Accounting & Finance Financial Service Representative Jobs.