Financial Consultant
On-site · Memphis, Tennessee, United States
Job Summary
Financial Consultant role at UT Federal Credit Union focused on processing members' requested financial transactions, resolving problems, and identifying financial services to improve members' lives. Responsibilities include delivering friendly, confidential member service; cross-selling products to meet referral/sales goals; maintaining knowledge of products, policies, and regulations; handling branch duties such as deposits, withdrawals, wire transfers, debit/credit card transactions, and vault/teller functions; assisting with audits and branch operations; participating in meetings and training to improve service and performance.
Required Qualifications
- High school diploma or GED
- 6 months to 2 years' related experience in customer/member service, financial institution, or sales/retail environment
- equivalent combination of education and experience
- Demonstrated sales skills and ability to meet sales goals
- Regular, predictable attendance
- Excellent verbal and written communication skills
- Professional appearance and dress code adherence
- Technological skills and computer literacy
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