Financial Services Representative I, II, Senior

Talentify; Edmonds (WA); On-site; USD 46,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA & FSA options

401(k) with 5% match

EAP

Life and disability coverage

Voluntary cash benefits

Tuition reimbursement

PTO, sick leave, holidays

Job summary

Talentify in Edmonds, WA is seeking a Financial Services Representative II to deliver outstanding member experiences in person and over the phone. You will perform requested transactions, provide recommendations, and help members meet financial goals through cross-sales and service excellence.

You will work with your team to build relationships, participate in branch promotions, and support smooth operation of the Member Service Center while adhering to performance standards.

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 lift 25 pounds.

Responsibilities

• Deliver positive member experiences through in-person and phone service.
• Perform transactions accurately and meet member needs.
• Cross-sell to meet branch and business line goals.
• Onboard members in the system and set appointments.
• Support the Member Service Center with scheduled calls and promotions.

Skills

Customer service

Relationship building

Communication

Problem solving

Teamwork

Physical lift 25 lbs

Education

High school diploma or equivalent

Job description

Overview

Reports to

Varies by location

Functions Supervised

None

Primary Functions

Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties and 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.

Qualifications

Education

High school graduate or equivalent

Creditable Experience in Lieu of Education

Not Applicable

Experience/Skills

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

Tenure

Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: 13

$49,284 - $73,391 annually

Salary Pay Range: 14

$45,633 - $66,624 annually

Salary Pay Range: 15

$42,254 - $60,844 annually

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
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Equal Opportunity Employer