Member Financial Advisor

Global Credit Union; Missouri; On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with a 5% match

Paid time off and holidays

Employee Assistance Program (EAP)

Life and disability coverage

Tuition Reimbursement

Job summary

Global Credit Union in Missouri seeks a Financial Services Representative II to deliver exceptional member service in person and over the phone. The role focuses on accurate transactions, consultative product recommendations, and cross-sales to meet branch goals.

Responsibilities include engaging with members, solving problems, and building lasting relationships with coworkers and business partners. The position emphasizes teamwork and flexible, high-quality service.

Qualifications

• High school graduate or equivalent.
• 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.

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.

Skills

Customer service

Communication

Relationship building

Problem solving

Teamwork

Physical ability

Education

High school diploma or equivalent

Job description

Global Credit Union in Missouri seeks a Financial Services Representative II to deliver exceptional member service in person and over the phone. The role focuses on accurate transactions, consultative product recommendations, and cross-sales to meet branch goals.

Responsibilities include engaging with members, solving problems, and building lasting relationships with coworkers and business partners. The position emphasizes teamwork and flexible, high-quality service.