Financial Services Representative

Job Description About the Organization:Our client is a well-established, member-focused financial institution dedicated to delivering personalized banking solutions and exceptional service. With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Overview:We are seeking a customer-focused Financial Services Representative II to support members with their financial needs through a combination of service, sales, and operational support. This role is ideal for someone who enjoys building relationships, providing tailored financial solutions, and working in a collaborative, fast-paced environment. Key Responsibilities:Assist members with consumer and auto loan applications, including processing, closing, and follow-upBuild strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services)Achieve individual and team sales and referral goals on a monthly, quarterly, and annual basisPerform teller transactions, including cash handling, deposits, withdrawals, and account servicingBalance cash drawer and complete end-of-day reconciliation and reportingMaintain up-to-date knowledge of products, services, procedures, and compliance regulationsEnsure strict confidentiality of member information at all timesParticipate in community outreach and business development activities as neededProvide support across branch locations based on business needs Qualifications:High school diploma or equivalent requiredMinimum of 2 years of experience in a financial institution or related field, including customer service, cash handling, and loan processingStrong communication, organizational, and customer service skillsTeam-oriented with the ability to work in a fast-paced environmentBasic computer proficiency requiredNMLS certification (or ability to obtain) Company DescriptionGreat Organization!Company DescriptionGreat Organization!