Financial Services Representative I, II, Senior

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

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA options

FSA options

401(k) match

EAP

Life and disability coverage

Paid Time Off

Paid Holidays

Tuition Reimbursement

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver exceptional in-person and phone support, drive member satisfaction, and recommend financial products to meet member needs. The role focuses on accurate transactions, proactive engagement, and cross-selling across branches.

The position emphasizes consulting, empathetic service, and teamwork, with opportunities to participate in community events and branch promotions while supporting growth targets.

Qualifications

• Education: High school graduate or equivalent.
• Experience/skills: Passion for helping people and the drive to build relationships; good communication and human relations skills.
• Tenure: Six months in prior Financial Services Representative roles and related progression requirements.

Responsibilities

• Actively engage with members to provide a positive experience consistent with the organization's values.
• Ensure all members receive prompt, professional, courteous service.
• Deepen member relationships through expert knowledge of credit union products and member engagement strategies.
• Develop solutions to educate and improve members' financial well-being.
• Ensure accurate completion of all transactions and service requests.
• Onboard members in the system and set appointments to meet needs.
• Support the Member Service Center with calls and monitor activities.
• Participate in branch promotions and community events.
• Work in a team across organizational levels.

Skills

Communication skills

Relationship building

Problem solving

Team collaboration

Physical ability

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
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer