Xceed Financial Credit Union
  • - Retail-Parsippany
  • Parsippany, NJ, USA
  • 35-40K
  • Hourly
  • Full Time

SPECIFIC DUTIES:

  • Assist Financial Center Manager as needed to effectively run the FC on a day-to-day basis both in operations and in sales. Including but not limited to the opening and closing of the FC
  • Participate in management oversight of the branch including scheduling, facilities management, system overrides, and report tracking
  • Ability to exercise independent thinking when confronting operational and service issues
  • Conduct external Business Development activity to create referral sources for new business
  • Deliver financial educational seminars to Select Employee Groups as assigned
  • Build positive relationships with members, assess member requirements and recommend financial solutions through consultative selling practices
  • Responsible for proactive sales initiatives including product sales, account opening, real estate and investment referrals, and cross-selling new products as directed
  • Meet all assigned sales goals on a monthly/quarterly/annual basis
  • Attain certification with the CUNA Lender Development Program and become proficient in the sales of Ancillary loan Protection products
  • Complete product training with Allied solutions
  • Maintain sales contact pipeline and other pertinent sales activity reports
  • Originate and fund consumer loans per XFCU policy and achieving assigned goal quota
  • Transaction posting, account setup and maintenance, consumer loan application processing while following established XFCU policy and procedure guidelines
  • Ensure Financial Center quality service standards are maintained and are consistent with established XFCU goals. Handle service escalation complaints as assigned
  • Ensure cooperation/teamwork and assist other staff members as needed
  • Maintain thorough knowledge of all credit union products, policies, and procedures

 

BASIC QUALIFICATIONS:

  • Minimum of Two (2) to Nine (9) years of experience. 
  • Knowledge of federal and state regulatory requirements as it pertains to the job function.
  • Excellent oral and written communication skills. 
  • Ability to work independently and in teams. 
  • Ability to analyze and solve problems. 
  • Must have working knowledge of Word, Excel, and Outlook. 
  • Ability to manage multiple tasks.

 

EDUCATION QUALIFICATIONS:

Associate degree or equivalent two years of experience preferred. 

Xceed Financial Credit Union
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