As a financial life coach, you're highly skilled at uncovering members' needs, then following through with effective solutions. Not only are you one of the first people members meet when they enter the branch, but you're also the person who guides them - advising, selling, and even setting up their new products.
Always curious, you stay on top of news about financial products and initiatives, ready to apply your learning in member interactions.
Your success is measured by team and individual productivity as well as overall branch performance.
You're proud to represent Credit Union of the Rockies, and you get great satisfaction from helping members develop lifelong relationships with us.
The right candidate will be able to work within a customer-focused/deadline-driven/high-energy environment who can provide courteous, friendly and professional assistance to their team and our membership. The candidate we choose will know how to effectively manage their time to achieve optimum results, drive urgency with members, and know how to comprehensively package our products and services to the member.
Responsibilities include: (1) Within guidelines and limits, interviewing applicant and requesting information for loan application and resolving questions regarding application information; (2) Responsible for selling credit insurance, GAP, and Warranty products offered by Credit Union; (3) Responsible for meeting goals for number of loans and dollar amount of loans as set by the Credit Union.
For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.