Financial Services Rep: Growth, Solutions & Member Care

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

Benefits offered by this job

Medical, dental and vision insurance

401(k) plan with 5% match

Tuition reimbursement

Employee Assistance Program

Life and disability coverage

Paid time off & holidays

Job summary

Global Credit Union in Louisiana seeks a focused Financial Services Representative II/III to deliver exceptional member service in person and by phone. You will perform transactions accurately, recommend financial products, and work toward branch and product-line goals through cross-sales opportunities.

The role emphasizes empathetic, personalized service, ability to build relationships, and effective collaboration with coworkers and business partners within the credit union."

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.
• Must be able to lift 25 pounds.

Responsibilities

• Actively engage with existing and prospective members to create a positive member experience.
• Ensure all members receive prompt, professional, helpful, and courteous service.
• Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies.
• Use a consultative approach and resources to develop solutions that educate and improve member's financial well-being.
• Ensure accuracy and completion of all transactions and member service requests as outlined in performance standards.
• Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs.
• Support the Member Service Center with incoming calls as scheduled and adapt to changes.
• Build meaningful relationships by participating in branch promotions and community events.
• Work effectively in a team environment across all organizational levels.
• Perform other duties as assigned.

Skills

Customer service

Relationship building

Communication skills

Open-ended questions

Problem solving

Teamwork

Education

High school diploma or equivalent

Job description

Global Credit Union in Louisiana seeks a focused Financial Services Representative II/III to deliver exceptional member service in person and by phone. You will perform transactions accurately, recommend financial products, and work toward branch and product-line goals through cross-sales opportunities.

The role emphasizes empathetic, personalized service, ability to build relationships, and effective collaboration with coworkers and business partners within the credit union."