Credit Union Branch Sales Representative

January 30, 2013

Position Description

Farmers Insurance Group Federal Credit Union is seeking a Branch Sales Representative for the Hillsboro branch. Competitive salary along with an outstanding benefits package.

Performs teller duties and new account functions, provides loan and account information, cross-sells products and services, participates in marketing presentations, resolves member complaints and assists in the overall operation of the branch.

Preferred candidates will have:

• Sales and/or Marketing Experience
• Selling and Presentation Experience
• Strong Customer Service Skills 
• Previous cash handling experience in a Financial Institution 
• Strong verbal and written communication skills

Position Requirements

• Processes member transactions that include deposits, withdrawals, negotiable items, loan payments, cash advances on line of credit and MasterCard, and data changes to member accounts.
• Opens new personal, trust, and corporation accounts and loads details on computer system for savings, checking, money markets, and certificates.
• Provides required documentation for IRAs.
• Answers member questions and resolves issues regarding share accounts and loan products.  Quotes rates, terms, features, benefits, and services.
• Responsible for daily balancing of cash and transactions in accordance with balancing standards.  Orders branch cash and prepares cash shipments.
• Orders and maintains adequate levels of branch supplies.  Assures compliance and marketing items remain current.
• Maintains and services ATM and video surveillance security equipment. Arranges for outside servicing as directed.
• Maintains a working knowledge of products and services, explains the features and benefits of membership and services offered, opens new accounts, promotes the member driven philosophy and professionalism credo.
• Provides loan information and gathers necessary documentation for loan requests.  Inputs loan applications into the computer system, runs credit reports and determines loan rates.
• Participates in achieving branch marketing goals related to new memberships, loan and share growth, cross-selling, and member retention.
• Participates in field marketing in vicinity of the branch and works with minimal daily onsite supervision.
• Takes responsibility for promoting the operational workflow of the branch.  Provides feedback to supervisor regarding changes in branch operating procedures.
• Performs other duties as assigned.

Preferred Skills and Abilities

• Strong marketing, outside sales, and cross-selling abilities/experience
• Group sales presentation skills
• Product sales experience
• Strong customer service
• Previous bank/CU experience 
• Previous cash handling experience in a Financial Institution

Physical Actions

Required job duties are essentially sedentary work consisting of occasional walking, standing, and lifting and/or carrying ten pounds maximum.

Physical Environment

Required job duties are normally performed in a climate-controlled office environment. *May involve 10% – 15% travel.

Education Requirements

High school diploma or equivalent.

Experience Requirements

3 years of general office experience, including 1 year experience in Farmers Insurance Group FCU in a cash handling and customer service/sales position OR 4 years in another financial institution in cash handling and/or customer service/sales.

Special Skills Requirements

Not Indicated

Interested and qualified applicants email or fax resumes to:

Farmers Insurance Group Federal Credit Union
Attn:  Sandy Medeiros, AVP Branches
Email:  smedeiros@figfcu.org
eFax: 323.209.6448

Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.
 

Posted in Around the NW.