Responsable commercial financements automobiles pour le Groupe Maurin à Annemasse, gérant les financements et la fidélisation auprès de clients. Formation d'équipe et rapport sur l'activité commerciale aussi inclus.
AU
Onsite Financial Services Consultant III – Supervisor
Posted 1 hour ago
About the role
- Financial Services Consultant III at A+ Federal Credit Union creating enjoyable experiences through exceptional member service. Building long-term financial relationships and coaching team members.
Responsibilities
- The primary purpose of the Financial Services Consultant III is to create an enjoyable, memorable, and impactful experience through the delivery of exceptional member service while building strong, long-term financial relationships and striving to positively impact members with each interaction.
- Engage in meaningful consultative conversations, uncovering members needs and recommend products and services to improve their financial lives.
- Assist members and prospective members with opening/closing deposit products and services.
- Recommend lending products/services and assist members with loan applications through video lending or refer to a branch lender.
- Identify and refer investment opportunities to A+ Wealth Management.
- Assist with the opening and servicing of fiduciary accounts, including POAs, Trusts, Estates, and IRAs/HSAs.
- Open, close, and service Business Memberships, including sole proprietorships and associations.
- Process financial transactions and service requests.
- Operate, maintain, and balance a cash drawer (as assigned).
- Assist members with disputes and fraudulent transactions.
- Provide Notary Public services.
- Meet or exceed goals to support branch growth and the overall member experience.
- Provide team member coaching to enhance member service skillsets, member consultation proficiency, and operational/compliance knowledge.
- Facilitate and/or attend branch meetings and trainings.
- Perform branch vault responsibilities (balancing, buy/sells, and cash recycler management).
- Perform or oversee daily branch tasks (including but not limited to opening/closing duties, preparing outgoing currency shipment, etc.)
- Assist management with the completion of branch reports.
- Perform monthly, quarterly, and annual branch audits (as assigned).
- Monitor branch cash levels, place orders/shipments as needed.
- Responsible for opening/closing the branch; uphold adherence to opening/closing safety procedures.
- Volunteer to participate in business development and community events.
Requirements
- High school diploma or G.E.D. equivalent required.
- Three years financial institution experience required.
- One year supervisor experience required.
- Strong interpersonal skills, including the ability to demonstrate empathy, compassion, and understanding of others.
- Excellent communication skills (both written and verbal), that reflect a professional, positive business approach.
- Strong knowledge of bank/credit union policies and procedures.
- Strong attention to detail and ability to follow-through on assigned tasks.
- Ability to work independently and as part of a team, with the flexibility to adapt to change.
- Strong time management and organizational skills.
- Basic knowledge of math/computer skills.
- Microsoft Office Suite product knowledge preferred.
- Must have the ability to travel between branch locations (as assigned): Floater branch at least 25% of the time. Non-Floater branch at least 5% of the time.
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Responsable commercial financements automobiles au sein du Groupe Maurin, leader de la distribution automobile. Vendre des financements et former les vendeurs dans une concession à Annecy.
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