Sales and Service Representative

Primary Duties:

• Works with members to identify their needs and refer appropriate GLCU products and services to help them achieve their financial objectives. 
  
• Provide counseling to members regarding their loan eligibility, lending criteria, and if necessary, reasons for denial.
  
• Process loan applications, gather necessary loan documentation, and fund loans.
  
• Cross sell other GLCU products and services. 
  
• Meet/Exceed established sales goals.

Knowledge, Skills & Abilities:

• Strong customer service orientation.
• Excellent verbal communication skills.
• Knowledge of financial products and services, and ability to analyze which products/services will best serve GLCU members.
• Proven sales skills, preferably from work experience in a credit union or bank.
• Work experience using pc, Excel, e-mail, customer data base, data systems, etc.
• Ability to read and follow complex instructions, procedures, and policies.
• Ability to perform work with highest level of accuracy.