Financial Partners Credit Union is one of the nation’s largest credit unions with a reputation for being financially sound, focused on our members and partners, and growth-oriented. At FPCU, our partners work together with a common vision, “Building Lifetime Financial Partnerships.” In doing so, we promote a culture where your opinions matter, your development matters, and you count. We encourage our partners to challenge themselves to work smarter, be more successful and grow to their potential.
We are looking for a Floating Personal Banking Officer with a proven track record of success to join the team. As a Floating Personal Banking Officer, you will be assigned to various branches as needed to assist members with their loan options, explaining features of all our products and services, opening accounts and referring members for financial planning, investments and insurance products. Primary duties of this unique opportunity are as follows:
PURPOSE OF JOB:
Cover gaps in open PBO positions within the Branches and ESOS due to PTO, LOA, Openings. Assist and advise members in the selection and opening of all credit union accounts and loans. Make referrals to CUSO for financial planning, investments and insurance products. Able to present and explain the benefits and features of all CU products and services. Use all member interaction to identify current and future needs. Maintain electronic tickler file for all member follow-up. Ask for the business. Proven performance in meeting individual sales and referral goals.
High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Associate’s degree preferred. Must be able to read and write English. Must be able to input, extract and read data and standard English on a PC. Must have previous sales experience. Outlook, Basic Excel, Word. Must be able to toggle between multiple PC applications/programs.