Anthem
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.