Financial Services Advisor – Member Solutions & Growth

Global Credit Union; Abbott (TX); On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Short-term and long-term incentives

Medical, dental and vision insurance (

HSA and FSA options

401(k) plan with a 5% match

Employee Assistance Program

Life and disability coverage

Voluntary cash benefits for accident,

Tuition Reimbursement

Paid Time Off accrual

Paid Sick Leave

Paid Holidays

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver personable, service-driven experiences to members in person and over the phone.

You will perform transactions, recommend products, and support branch goals through cross-sales while building lasting member relationships and ensuring accuracy in all interactions. A high school diploma is required, with strong communication and problem-solving skills.

Qualifications

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

Responsibilities

• Actively engage with existing and prospective members to create a positive experience.
• Provide prompt, professional, courteous service during each interaction.
• Deepen member relationships through consultative approach and referrals to other lines.

Skills

Communication skills

Customer service

Relationship building

Problem solving

Education

High school diploma

Job description

Global Credit Union is seeking a Financial Services Representative II to deliver personable, service-driven experiences to members in person and over the phone.

You will perform transactions, recommend products, and support branch goals through cross-sales while building lasting member relationships and ensuring accuracy in all interactions. A high school diploma is required, with strong communication and problem-solving skills.