Credit Union Branch Sales Representative

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
eFax: 323.209.6448

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

Posted in Around the NW.