Member Financial Advisor

Global Credit Union; Missouri; Presencial; USD 42 000 - 73 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Customer service

Communication

Relationship building

Problem solving

Teamwork

Physical ability

Formação académica

High school diploma or equivalent

Descrição da oferta de emprego

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.