Financial Services Advisor: Member Experience & Growth

Global Credit Union; West Branch (IA); On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan with match

Employee Assistance Program (EAP)

Paid time off

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional member experiences in person and by phone, performing transactions and guiding members toward appropriate financial solutions.

The role emphasizes consultative service, building relationships, and meeting branch goals through cross-sales while collaborating with team members across the organization.

Qualifications

• 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.

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.

Skills

Customer service

Communication

Open-ended questions

Problem solving

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 experiences in person and by phone, performing transactions and guiding members toward appropriate financial solutions.

The role emphasizes consultative service, building relationships, and meeting branch goals through cross-sales while collaborating with team members across the organization.