Member-Focused Financial Services Rep - Relationship Builder

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

Benefits offered by this job

Incentives

Health Insurance

HSA/FSA

401(k) Match

EAP

Life Insurance

Disability Insurance

Voluntary Cash Benefits

Tuition Reimbursement

Paid Time Off

Paid Sick Leave

Paid Holidays

Job summary

Global Credit Union in Renton, WA is seeking a Financial Services Representative II to provide friendly, knowledgeable service to members in person and by phone.

You will perform transactions accurately, educate members on products, and collaborate with branch teams to reach cross-sell goals while supporting daily operations and service excellence. This role requires strong communication, problem solving, and the ability to lift up to 25 pounds.

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

Communication skills

Active listening

Relationship building

Sales ability

Problem solving

Teamwork

Lifting 25 lbs

Education

High School Diploma or GED

Job description

Global Credit Union in Renton, WA is seeking a Financial Services Representative II to provide friendly, knowledgeable service to members in person and by phone.

You will perform transactions accurately, educate members on products, and collaborate with branch teams to reach cross-sell goals while supporting daily operations and service excellence. This role requires strong communication, problem solving, and the ability to lift up to 25 pounds.