Financial Services Representative II or Senior (Italy)

Global Credit Union; Branch (LA); On-site; USD 46,000 - 73,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) with match

Employee Assistance Program

Short-term & long-term incentives

Life and disability coverage

Job summary

Global Credit Union is seeking a Financial Services Representative II in Louisiana. The role focuses on delivering exceptional member experiences in person and by phone, recommending financial products, and meeting branch goals through cross-sales.

Responsibilities include handling transactions, processing loans, onboarding members, and supporting call center activities. Strong communication and relationship-building are essential.

Qualifications

• Passion for helping people and building relationships to meet members’ 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 member experience.
• Ensure prompt, professional, helpful, and courteous service during interactions.
• Deepen member relationships through expert knowledge of credit union products and cross-selling opportunities.
• Develop solutions using a consultative approach to improve members’ financial well-being.
• Process transactions and member service requests accurately as per standards.
• Onboard members and complete outbound call programs to meet needs.
• Process consumer loan applications and closings per policy; identify lending opportunities.
• Support the Member Service Center with calls and adaptability to schedule changes.
• Build relationships through branch promotions and community events.
• Work effectively in a team environment across organizational levels.

Skills

Empathy

Communication

Open-ended questions

Problem solving

Team collaboration

Lifting 25 lb

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 and loan 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.
• Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products.
• 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

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

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
• Click here to view Global's comprehensive Benefits Programs