Member-Focused Financial Services Rep (I–Senior)

Talentify; Coeur d'Alene (ID); On-site; USD 42,000 - 73,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401(k) with 5% match

Paid time off

Tuition reimbursement

Job summary

Global is seeking a Financial Services Representative II to deliver positive member experiences through consultative, empathetic service, both in person and over the phone. You will accurately process transactions and identify cross-sale opportunities to meet member needs, contributing to growth.

Responsibilities include onboarding members, answering inquiries, and building relationships across branches while supporting team goals and participating in community events.

Qualifications

• Passion for helping people and driving relationships to meet financial goals.
• Strong communication and interpersonal skills.
• Ability to ask open-ended questions, solve problems, and provide solutions.

Responsibilities

• Engage with members to deliver positive service in person and by phone.
• Process transactions accurately and respond to member requests.
• Educate members on credit union products and cross-sell where appropriate.
• Onboard members, follow up on outbound calls, and set appointments as needed.
• Collaborate with team and participate in branch promotions and events.

Skills

Customer service

Communication

Problem solving

Relationship building

Light lifting

Education

High school diploma or equivalent

Job description

Global is seeking a Financial Services Representative II to deliver positive member experiences through consultative, empathetic service, both in person and over the phone. You will accurately process transactions and identify cross-sale opportunities to meet member needs, contributing to growth.

Responsibilities include onboarding members, answering inquiries, and building relationships across branches while supporting team goals and participating in community events.