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Join Our Team
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Our Available
positions
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Financial Services Representative
All Locations
Role
Assists member and potential members with their financial needs, open new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services. Responsible for receiving, reviewing, and processing loan and membership applications. Presents loan request above lending limit for approval as per loan policy. Ensures that members and prospective members are promptly and professionally served. Provides general credit union information and crosssells services.
Experience
Six months to two years of similar or related experience.
Education
High school diploma. Specialized training and college degree preferred.
Responsibilities
A significant level of trust, confidentiality, and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Skills
- A superior level of member service and demonstrate a high level of commitment to the credit union
- Basic understanding of our data processing system pertaining to job duties
- Working knowledge of teller functions
- Basic understanding of the responsibilities of the departments within the credit union
- Effective communication skills
- Excellent member service skills
- Thorough knowledge of lending products and services
- Thorough knowledge of credit reporting functions
- Working knowledge of credit union collection policies and procedures
- Thorough knowledge of lending regulations and laws
- Working knowledge of underwriting principles
- Working knowledge of PC applications
- Working knowledge of market conditions
Competitive salary based on experience and education. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
Apply Now
Support Collaboration
One of the many things that make us different is our culture. We’ve created a supporting and collaborative entrepreneurial system which provides the freedom to do what’s best for your clients. Every time.
Tools & Training
When you join our team, you’ll know you aren’t alone in your quest for success. Our specific models form a roadmap for you. We also provide industry-leading tools and technology, and access to a large network of experienced professionals and resources to consult with along the way.
Introductory Training Programs and Technology
- HPN (Hoopis Performance Network) University
- EZ-App
- MobileIron
- LastPass
- Salesforce
- Box - Cloud Management
- 12 Week Year Program
- Skype for Business
- Social Media Marketing Tool
Professional Training Courses
- Professional Designation Program
- Sandler Sales Training
- Continuing Education Programs
Benefits & Compensation
What do you expect from a Fortune 500* company? How about a great benefits package that can help give peace of mind to you and the ones you love. Financial Services Representatives become eligible for subsidized benefits as of their contract endorsement date and remain eligible if they meet specific production requirements.
To recruit and retain top talent, we need to offer an outstanding array of benefits. Here are some great offerings for you to take advantage of:**
Retirement Program
- Cash Balance Plan (Pension)
- Qualified Thrift/401(k) Plan
- Nonqualified Thrift Plan
Health and Welfare Benefits
- Medical Coverage
- Dental and Vision Coverage
- Health Savings Account (HSA)
- Flexible Spending Account (FSA): Dependent Care
- Dependent Life Insurance
- Disability Income Insurance
- Short-term Disability (STD) Insurance
- Long-term Disability (LTD) Insurance
Our Available
positions
-
Financial Services Representative
All Locations
Role
Assists member and potential members with their financial needs, open new accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services. Responsible for receiving, reviewing, and processing loan and membership applications. Presents loan request above lending limit for approval as per loan policy. Ensures that members and prospective members are promptly and professionally served. Provides general credit union information and crosssells services.
Experience
Six months to two years of similar or related experience.
Education
High school diploma. Specialized training and college degree preferred.
Responsibilities
A significant level of trust, confidentiality, and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Skills
- A superior level of member service and demonstrate a high level of commitment to the credit union
- Basic understanding of our data processing system pertaining to job duties
- Working knowledge of teller functions
- Basic understanding of the responsibilities of the departments within the credit union
- Effective communication skills
- Excellent member service skills
- Thorough knowledge of lending products and services
- Thorough knowledge of credit reporting functions
- Working knowledge of credit union collection policies and procedures
- Thorough knowledge of lending regulations and laws
- Working knowledge of underwriting principles
- Working knowledge of PC applications
- Working knowledge of market conditions
Competitive salary based on experience and education. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
Apply Now
Our Internship
program
This is your opportunity to be part of an internship that has a real impact on your future. An internship with The Piedmont Group, provides a hands-on learning experience and builds the foundation to become a full-time Financial Services Representative. As a Financial Services Representative, you will learn how to assess clients’ needs and design strategies to set them on a path to greater financial security. Supported by agency professionals, you’ll be part of a team who will guide you as you develop and sharpen your sales skills. Learn More
