Senior Financial Services Advisor

Global Credit Union; Branch (LA); On-site; USD 46,000 - 73,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401(k) with match

Employee Assistance Program

Short-term & long-term incentives

Life and disability coverage

Job summary

Global Credit Union is seeking a Financial Services Representative II in Louisiana. The role focuses on delivering exceptional member experiences in person and by phone, recommending financial products, and meeting branch goals through cross-sales.

Responsibilities include handling transactions, processing loans, onboarding members, and supporting call center activities. Strong communication and relationship-building are essential.

Qualifications

• Passion for helping people and building relationships to meet members’ financial goals.
• Good communication and human relation skills.
• Ability to ask open-ended questions, solve problems and provide solutions.

Responsibilities

• Actively engage with existing and prospective members to create a positive member experience.
• Ensure prompt, professional, helpful, and courteous service during interactions.
• Deepen member relationships through expert knowledge of credit union products and cross-selling opportunities.
• Develop solutions using a consultative approach to improve members’ financial well-being.
• Process transactions and member service requests accurately as per standards.
• Onboard members and complete outbound call programs to meet needs.
• Process consumer loan applications and closings per policy; identify lending opportunities.
• Support the Member Service Center with calls and adaptability to schedule changes.
• Build relationships through branch promotions and community events.
• Work effectively in a team environment across organizational levels.

Skills

Empathy

Communication

Open-ended questions

Problem solving

Team collaboration

Lifting 25 lb

Education

High school diploma or equivalent

Job description

Global Credit Union is seeking a Financial Services Representative II in Louisiana. The role focuses on delivering exceptional member experiences in person and by phone, recommending financial products, and meeting branch goals through cross-sales.

Responsibilities include handling transactions, processing loans, onboarding members, and supporting call center activities. Strong communication and relationship-building are essential.