Financial Services Representative II or Senior (Italy)

TN Italy; Vicenza; In loco; EUR 30.000 - 50.000; Tempo pieno

Descrizione del lavoro

An established industry player in the financial services sector is seeking enthusiastic individuals to join their team as Financial Services Representatives. This role focuses on delivering exceptional member experiences through personalized service and expert knowledge of financial products. Candidates will engage with members, assist with loan applications, and build meaningful relationships within the community. If you are passionate about helping others achieve their financial goals and thrive in a collaborative environment, this position offers a rewarding opportunity for professional growth and development.

Servizi

Comprehensive medical, dental and vision insurance

401(k) plan with a 5% match

Employee Assistance Program (EAP)

Life and disability coverage

Tuition Reimbursement

Generous leave programs including Paid Time Off

Competenze

• Passion for helping people and building relationships.
• Good communication and human relation skills.

Mansioni

• Engage with members to create positive experiences.
• Process consumer loan applications according to policies.

Conoscenze

Communication Skills

Problem Solving

Relationship Building

Formazione

High School Graduate or Equivalent

Descrizione del lavoro

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Client:

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

3eb0aa9b0701

Job Views:

1

Posted:

29.04.2025

Expiry Date:

13.06.2025

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Job Description:

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 and loan 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.
• Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products.
• 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: Financial Services Representative II, Category 14, requires six months tenure in the Financial Services Representative I, Category 15 position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Compensation

Salary Pay Range:

• Financial Services Representative I (Category 15): $18.47 - $26.59 hourly
• Financial Services Representative II (Category 14): $19.94 - $29.12 hourly
• Senior Financial Services Representative (Category 13): $21.54 - $31.88 hourly

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.

• 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