Senior Branch Services Specialist

Global Credit Union; United States; On-site; USD 49,000 - 81,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Employee Assistance Program

Life and disability coverage

Tuition reimbursement

Paid time off

Paid holidays

Job summary

Global Credit Union in the United States is seeking a Senior Branch Services Specialist to enhance member experiences and deepen relationships through expert product knowledge and personalized engagement. The role involves coaching branch staff, supporting MSC, and driving branch initiatives.

The position requires strong communication, leadership, and willingness to travel, with a base salary range dependent on location. Equal opportunity employer.

Qualifications

• High school graduate or equivalent.
• Passion for helping people and building relationships to meet financial goals.
• Strong communication and personnel management skills.
• Willingness to travel and may require use of own vehicle; able to lift 25 pounds.
• Tenure: Senior Branch Services Specialist after six months in Senior Financial Service Representative.

Responsibilities

• Actively engage with existing and prospective members to create a positive member experience.
• Deepen member relationships through knowledge of credit union products and services and engagement strategies.
• Use consultative approach to develop solutions for members' financial well-being.
• Coach and motivate branch employees and assist with training of products and policies.
• Participate in branch promotions and community events.
• Support the Member Service Center by monitoring call activities and allocating assistance.
• Provide recommendations for branch improvements with member and employee experience in mind.
• Assume supervision for area branches as assigned.
• Perform other duties as assigned.

Skills

People skills

Communication

Leadership

Travel willingness

Physical ability

Education

High school diploma

Job description

Overview

Reports to: Varies by location

Functions Supervised: None

Duties and 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.
• 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.
• Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
• Build meaningful relationships by participating in branch promotions and community events.
• Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
• Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
• Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
• Assume supervision and responsibility for area branches as assigned.
• Perform other duties as assigned.

Qualifications

Education: High school graduate or equivalent.

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Strong communication and personnel management skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Must be able to travel and may require use of own vehicle. Must be able to lift 25 pounds.

Tenure: Senior Branch Services Specialist (Category 12), requires six months tenure in the Senior Financial Service Representative (Category 13) position with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Compensation

Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

Salary Pay Range: 12

$53,226 - $81,405 annually

Salary Pay Range: 13

$49,284 - $73,391 annually

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

Equal Opportunity Employer