Financial Services Advisor — Member Growth & Solutions

Talentify; Oak Harbor (WA); On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with 5% match

Paid time off

Employee assistance program (EAP)

Life and disability coverage

Job summary

Talentify in Oak Harbor, WA seeks a Financial Services Representative II to deliver outstanding member service in person and by phone, handling transactions accurately and meeting branch goals through cross-selling.

You will build relationships using consultative guidance, educate members on credit union products, and actively participate in outreach and appointments to support overall member well-being.

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.

Responsibilities

• Deliver positive member experiences through consultative and empathetic service in person and over the phone.
• Accurately perform requested transactions and member service activities.
• Deepen member relationships through expert knowledge of credit union products and services and cross-sell to meet goals.
• Onboard members in the system and complete outbound call programs and set appointments.

Skills

Customer service

Communication skills

Relationship-building

Problem solving

Open-ended questions

Physical stamina

Education

High school diploma or equivalent

Job description

Talentify in Oak Harbor, WA seeks a Financial Services Representative II to deliver outstanding member service in person and by phone, handling transactions accurately and meeting branch goals through cross-selling.

You will build relationships using consultative guidance, educate members on credit union products, and actively participate in outreach and appointments to support overall member well-being.