Consultative Financial Services Rep - Member Growth

Global Credit Union; Oak Harbor (WA); On-site; USD 42,254 - 73,391; Full time

Benefits offered by this job

Medical, dental, vision

HSA/FSA options

401(k) match

EAP

Life insurance

Disability coverage

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and by phone, while proactively identifying opportunities for cross-sales and referrals. The role emphasizes a consultative approach and strong relationship-building across branches and business lines.

The position requires a high school diploma and delivers compensation based on tenure and local wage requirements.

Qualifications

• Passion for helping people and building relationships to meet financial goals.
• Good communication and human relations skills.
• Ability to ask open-ended questions, problem solve and provide solutions.

Responsibilities

• Actively engage with existing and prospective members to create a positive member experience.
• Ensure prompt, professional, helpful, and courteous service during each interaction.
• deepen member relationships through expert knowledge of credit union products and services and through engagement strategies.
• Develop solutions that educate and improve members' financial well-being using consultative approaches.
• Ensure accuracy and completion of all transactions and service requests.
• Onboard members in the system and manage outbound calls and appointments.
• Support the Member Service Center with inbound calls and branch activities.
• Attend branch promotions and community events to build relationships.
• Collaborate across teams to deliver service.
• Perform other duties as assigned.

Skills

Customer service

Communication skills

Problem solving

Relationship building

Lifting 25 lbs

Education

High school diploma

Job description

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and by phone, while proactively identifying opportunities for cross-sales and referrals. The role emphasizes a consultative approach and strong relationship-building across branches and business lines.

The position requires a high school diploma and delivers compensation based on tenure and local wage requirements.