Financial Service Representative

LTD Global

San Jose, CA, United States
On-site
Member relationship building
Financial product sales
Teller transactions
Assist members with consumer and auto loan applications, including processing, closing, and follow-up

Job Summary

  • Assist members with consumer and auto loan applications, including processing, closing, and follow-up.
  • Build strong member relationships by identifying needs and recommending appropriate financial products and services.
  • Perform teller transactions, including cash handling, deposits, withdrawals, and account servicing.

Matching Summary

Assist members with consumer and auto loan applications, including processing, closing, and follow-up.

Skills & Requirements

Must-have

  • member relationship building
  • financial product sales
  • teller transactions
  • cash handling
  • loan application processing

Nice-to-have

  • community outreach
  • business development activities
  • collaborative environment

Key Requirements

  • High school diploma or equivalent
  • Minimum of 2 years of experience
  • NMLS certification or ability to obtain

Work Rights

Not specified

Tailored Resume

Cover Letter