Member Services & Financial Guidance Pro

Gesa Credit Union; Yakima (WA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Competitive Pay

Medical, Dental, Vision, and Life 보험

Paid Time Off 20 days + 10 holidays

401(k) Match

Tuition Assistance & Student Loan Rep…

Commuter Benefits

Volunteer Time Off

Product discounts

Engaging Work Environment

Job summary

Gesa Credit Union is seeking an entry-level Personal Financial Services Representative to help members open accounts, apply for credit, review credit reports, and support branch operations. The role involves notary duties, assisting members with lending and digital banking, and providing timely service.

You will engage with members via calls and in-branch interactions, maintain product knowledge, and collaborate with MSAs and leadership to resolve issues and deepen relationships.

Qualifications

• High school graduation or equivalent required.
• Sales/relationship-building experience required.
• Notary Public is required.
• Customer service experience preferred.

Responsibilities

• Provide exceptional member service to all we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions and follow up.
• Have core understanding of financial literacy, products and services; converse with members.
• Make outbound calls to establish, grow, and nurture member relationships.
• Open consumer deposit accounts and perform related maintenance.
• Assist members with Digital Banking enrollment, navigation, resets, and maintenance.
• Assist with complex fraud disputes and loan documentation as needed.

Skills

Customer service

Relationship building

Communication skills

Sales experience

Education

High School Degree or equivalent

Job description

Gesa Credit Union is seeking an entry-level Personal Financial Services Representative to help members open accounts, apply for credit, review credit reports, and support branch operations. The role involves notary duties, assisting members with lending and digital banking, and providing timely service.

You will engage with members via calls and in-branch interactions, maintain product knowledge, and collaborate with MSAs and leadership to resolve issues and deepen relationships.