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Financial Services Representative

Job Description

Responsibilities:



  • Open savings, checking, IRA and CD accounts and explain options of each to our members. Prepare all paperwork and assist members in signing of documentation.

  • Input new member information and maintain account files.

  • As necessary, meet with members to discuss consumer loan inquires and process loan requests.

  • Assist members with signing of all loan documentation to complete final stages of lending process.

  • Actively promote all products and services Point Breeze Credit Union currently offers by using strong sales / cross-selling techniques.

  • Respond to member inquiries regarding discrepancies or problems relating to their accounts. Follow through with necessary research.

  • Perform other duties as assigned by the Office Manager/Assistant Manager.


Qualifications:



  • A high school education or GED is necessary.

  • Three to five years of similar or related experience.

  • Must have a very professional manner with excellent interpersonal skills.

  • Good written / verbal communication skills.

  • Ability to cross-sell products / services.

  • An out-going, enthusiastic personality is crucial in this position.



Company Description
Point Breeze Credit Union is a member-owned, not-for-profit financial cooperative founded in 1935 to serve the financial needs of employees of Western Electric Company. Today, Point Breeze has five offices located in Hunt Valley, Rosedale, Bel Air, Westminster and Owings Mills serving more than 500 Employer Groups and over 50,000 members in the Greater Baltimore area, with total assets exceeding $700 million.
For over 80 years, Point Breeze Credit Union has remained a safe, trusted place to save and borrow money at favorable rates. Moreover, we are a full-service financial institution, offering FREE checking accounts, low-rate credit cards, and the convenience of remote banking.



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