Member-Focused Financial Services Advisor

Talentify; Juneau (AK); On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

PTO & holidays

EAP

Life insurance

Tuition reimbursement

HSA/FSA options

Paid leave

Job summary

Global is seeking a Financial Services Representative II in Alaska to deliver a consultative, empathetic member experience in person and over the phone. You will perform transactions accurately and identify opportunities to recommend financial products that meet member needs.

You will help the credit union grow by meeting branch and business line goals through cross sales, build lasting member relationships, and participate in community events as part of a collaborative team.

Qualifications

• Passion for helping people and the drive to build relationships that assist members meet financial goals.
• Strong 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

Problem solving

Team collaboration

Physical ability

Education

High school diploma or equivalent

Job description

Global is seeking a Financial Services Representative II in Alaska to deliver a consultative, empathetic member experience in person and over the phone. You will perform transactions accurately and identify opportunities to recommend financial products that meet member needs.

You will help the credit union grow by meeting branch and business line goals through cross sales, build lasting member relationships, and participate in community events as part of a collaborative team.