Remote Financial Representative

A company is looking for a Member Financial Representative to provide high-level phone support for financial products and services.

Key Responsibilities Engage members in financial review conversations and provide personalized recommendations Assist members through various channels while troubleshooting issues as necessary Develop knowledge of products, open memberships, and promote credit union services

Required Qualifications Associate's degree or equivalent experience is required 1+ years of experience in sales or customer service is required Self-starter with a strong desire to learn and work independently Ability to navigate multiple computer systems efficiently Demonstrated strong interpersonal skills for building relationships