Financial Services Representative I, II, Senior

Global Credit Union; Palmer (Fayette County); On-site; USD 42,000 - 74,000; Full time

Job summary

A leading credit union is seeking Financial Services Representatives to provide exceptional member service and support. The role involves engaging with members, assisting with transactions, and identifying financial solutions. Candidates should exhibit a passion for helping others, strong communication skills, and essential problem-solving abilities. Opportunities for growth based on tenure and performance are available.

Benefits

Short-term and long-term incentives

Comprehensive medical, dental and vision insurance

401(k) plan with 5% match

Employee Assistance Program (EAP)

Life and disability coverage

Voluntary cash benefits for accident and hospitalization

Tuition Reimbursement

Generous leave programs including Paid Time Off

Qualifications

• Must have good communication and human relation skills.
• Passion for helping people and building relationships.
• Ability to lift 25 pounds.

Responsibilities

• Deliver positive member experiences through service in person and over the phone.
• Perform member service activities while recommending financial products.
• Engage actively with members to create positive experiences.

Skills

Communication

Problem Solving

Collaboration

Education

High school graduate or equivalent

Job description

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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. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Compensation

Salary Pay Range:

• Financial Services Representative I (Category 15): $42,254 - $60,844 annually
• Financial Services Representative II (Category 14): $45,633 - $66,624 annually
• Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
  
  
  

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

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
• Click here to view Global’s comprehensive Benefits Programs
  
  
  

Equal Opportunity Employer

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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