Financial Services Representative II or Senior (Italy)

Global Credit Union; Missouri; On-site; USD 42,254 - 73,391; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with a 5% match

Employee Assistance Program (EAP)

Job summary

A financial institution in the United States seeks a Financial Services Representative to enhance member experiences through personalized service and product recommendations. The ideal candidate will possess a bachelor's degree or equivalent experience and demonstrate strong communication and relationship-building skills. Responsibilities include engaging with members, providing expert product knowledge, and supporting service operations. This role offers a competitive salary range based on experience, qualifications, and local wage requirements.

Qualifications

• Passion for helping people and building relationships.
• Must be able to lift 25 pounds.
• Qualified applicant must have sole US Citizenship.

Responsibilities

• Engage with members to create a positive experience.
• Provide expert knowledge of credit union products.
• Support the Member Service Center with calls.

Skills

Good communication skills

Relationship-building ability

Problem-solving skills

Education

Bachelor’s degree or Associate’s degree with experience

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: A Bachelor’s degree or an Associate’s Degree and four years of specialized experience; or a High School diploma and eight years of specialized experience

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. Qualified applicant must have sole US Citizenship.

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
• Click here to view Global’s comprehensive Benefits Programs

Equal Opportunity Employer

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