Financial Services Advisor I–Senior: Build Member Solutions

Global Credit Union; Gateway (CO); On-site; USD 42,254 - 73,391; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Employee assistance program

Tuition reimbursement

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and by phone. You will perform transactions, advise on financial products, and drive cross-sales to support branch and business line goals.

Ideal candidates have a high school diploma, strong communication, and a passion for helping people while building lasting member relationships. Physical ability to lift up to 25 pounds and teamwork are required.

Qualifications

• Passion for helping people and building relationships to meet members' financial goals.
• Strong communication and human relation skills.
• Ability to ask open-ended questions, solve problems and provide solutions.

Responsibilities

• Interact with existing and prospective members to deliver a positive experience aligned with the credit union's values.
• Provide prompt, professional, courteous service during each interaction.
• Deepen relationships through knowledge of products/services and referrals to other lines of business.
• Educate members and offer solutions to improve financial well-being using consultative approach.

Skills

Customer service

Communication

Relationship building

Problem solving

Open-ended questions

Team collaboration

Physical ability

Education

High school diploma or equivalent

Job description

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member service in person and by phone. You will perform transactions, advise on financial products, and drive cross-sales to support branch and business line goals.

Ideal candidates have a high school diploma, strong communication, and a passion for helping people while building lasting member relationships. Physical ability to lift up to 25 pounds and teamwork are required.