POSITION SUMMARY

PERFORMANCE STANDARDS

ACTIVITY & KNOWLEDGE REQUIREMENTS

• Normal accessibility of branch and corporate work sites required for the position.
• Normal exposure to cramped spaces, loud noises, dust, and work safety hazards.
• Normal amount of extended work hours required.

• Normal physical mobility, which includes movement from place to place on the job, taking speed and distance into account.
• Normal physical agility, which includes ability to maneuver body while in place.
• Normal physical strength to handle routine office materials and tools.
• Normal physical strength to handle 50-pound object, taking frequency into consideration.
• Normal dexterity of hands and fingers.
• Normal coordination, including eye-hand, hand-foot.
• Normal endurance.

• Ability to gather and properly complete data in accordance to regulatory and organization’s requirements.
• Good understanding of financial institution products and services.
• Flexible and able to work independently with limited supervision
• Ability to adapt quickly to change
• Proactive selling/networking techniques
• Bias for Action and high sense of urgency
• Ability to manage several tasks on a daily basis.
• Excellent attention to detail.
• Intermediate knowledge of business financial structures and deposit needs.
• Knowledge of office procedures and equipment.
• Exceptional knowledge of computer functions and internal software applications.
• Interpersonal skills to present the Credit Union in a positive way during transactions.
• Goal/ mission driven
• Self-starter who knows how to develop centers of influences
• Valid driver’s license and reliable transportation
• Adheres to all federal, state and credit union regulations and policies.

EDUCATION AND/OR EXPERIENCE

• High School diploma or equivalent
• College degree in business-related field, preferred
• 1-3 years of experience in financial product sales or 1 – 3 years of experience in sales background preferred