Member-Focused Financial Advisor

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

Benefits offered by this job

Medical insurance

401(k) plan with match

Paid time off

Tuition Reimbursement

Employee Assistance Program

Job summary

Global Credit Union is seeking a Financial Services Representative II to deliver consultative, empathetic member service in person and by phone. You will confidently recommend financial products, open and process transactions, and support branch goals through cross-selling while maintaining a strong member relationship.

The role emphasizes teamwork, professional communication, and ongoing member education. A high school diploma and ability to lift 25 pounds are required, with opportunities for

Qualifications

• 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

Relationship building

Communication skills

Problem solving

Open-ended questions

Lifting 25 pounds

Education

High school diploma

Job description

Global Credit Union is seeking a Financial Services Representative II to deliver consultative, empathetic member service in person and by phone. You will confidently recommend financial products, open and process transactions, and support branch goals through cross-selling while maintaining a strong member relationship.

The role emphasizes teamwork, professional communication, and ongoing member education. A high school diploma and ability to lift 25 pounds are required, with opportunities for