Financial Services Representative I, II, Senior

Global Credit Union; Fairbanks; On-site; CAD 42,000 - 74,000; Full time

Job summary

Join a forward-thinking credit union as a Financial Services Representative, where your passion for helping others will shine. This role focuses on providing exceptional member experiences through consultative service and relationship building. You will engage with members both in person and over the phone, ensuring their financial needs are met with care and expertise. With opportunities for growth and a supportive team environment, this position is perfect for those looking to make a meaningful impact in the community. Enjoy comprehensive benefits and a competitive salary, all while contributing to the success of a community-focused organization.

Benefits

Comprehensive medical, dental and vision insurance

401(k) plan with 5% match

Employee Assistance Program (EAP)

Life and disability coverage

Tuition Reimbursement

Generous leave programs

Short-term and long-term incentives

Qualifications

• Passion for helping people and building financial relationships.
• Strong communication and problem-solving skills.

Responsibilities

• Deliver positive member experiences through personalized service.
• Engage with members to build relationships and meet financial goals.

Skills

Customer Service

Communication Skills

Problem Solving

Relationship Building

Education

High School Diploma or Equivalent

Job description

Join to apply for the Financial Services Representative I, II, Senior role at Global Credit Union

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Join to apply for the Financial Services Representative I, II, Senior role at Global Credit Union

Overview

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties And Responsibilities

• Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
• Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
• Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
• Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
• Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
• Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
• Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
• Build meaningful relationships by participating in branch promotions and community events, as assigned.
• Work effectively in a team environment across all organizational levels.
• Perform other duties as assigned.
  
  
  

Qualifications

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds

Tenure: Not Applicable

Compensation

Salary Pay Range:

• Financial Services Representative I (Category 15): $42,254 - $60,844 annually
• Financial Services Representative II (Category 14): $45,633 - $66,624 annually
• Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
  
  
  

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs
  
  
  

Equal Opportunity Employer

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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