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Senior Personal Financial Assistant - Full-time / Part-time
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | CARROLTON, TX Carrollton, Texas |
About this job
Questions about the Job? Live Chat with a Recruiter!! https://flashrecruit.com/jobs/2297
Personal Financial Assistant
Do you have previous experience in the banking industry? Are you interested in joining a growing company that will invest in your future? Our client is a growing credit union, and they are looking to identify professional Personal Financial Assistants (PFAs) to join their Little Elm office. The PFA will serve as the liaison between the members/customers and the credit union.
Job Responsibilities:
Hours: M-F 8a-6p, with rotating Saturday’s from 8:30a-1p; if selected to work a Saturday flex time will be used, to not exceed 40 hours per week.
Questions about the Job? Live Chat with a Recruiter!! https://flashrecruit.com/jobs/2297
Personal Financial Assistant
Do you have previous experience in the banking industry? Are you interested in joining a growing company that will invest in your future? Our client is a growing credit union, and they are looking to identify professional Personal Financial Assistants (PFAs) to join their Little Elm office. The PFA will serve as the liaison between the members/customers and the credit union.
Job Responsibilities:
- Greet and welcome members in a timely and professional manger
- Assess members needs and provide solutions which will exceed their expectations
- Take ownership of all requests
- Deliver excellent customer service at all times, both internally and externally
- Proactively identify additional products and services to assist members achieve their financial goals
- Adhere to credit union policies and procedures, government rules and regulations, and vendor and security guidelines
- Assist and guide member to properly complete forms and applications, as well as assure that appropriate records are maintained
- Perform other related duties as assigned
- Three (3) or more years of financial industry experience, cash handling experience and related experience including member transaction processing.
- Three (3) years of opening new accounts with a bank and/or credit union.
- Loan processing preferred, not required. ( The steps taken to open a new auto loan and/or credit card.)
- Loan processing preferred, not required. (The steps taken to open a new auto loan and/or credit card.).
- Must be able to stand 100% of the time.
- Ability to meet and exceed sales goals.
- Strong verbal and written communication skills, as well as listening skills.
- Strong time management and organizational skills.
Hours: M-F 8a-6p, with rotating Saturday’s from 8:30a-1p; if selected to work a Saturday flex time will be used, to not exceed 40 hours per week.
Questions about the Job? Live Chat with a Recruiter!! https://flashrecruit.com/jobs/2297
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