Senior Floating Financial Services Rep – Branch Coverage

Langley Federal Credit Union; Virginia Beach, Northern (VA, KY); Hybrid; USD 27,000 - 34,000; Full time

Job summary

Langley Federal Credit Union in Virginia Beach and surrounding Southside locations is seeking a Sr. Financial Service Representative to deliver impeccable service across our branch network.

You will use consultative selling to offer financial products meeting members’ needs and educate them to save, borrow, and spend wisely. The role requires opening/closing procedures, mentoring staff, and handling escalated member situations.

Qualifications

• Bachelor’s degree in business management, finance, or related field or equivalent experience in financial services.
• One year of financial institution experience required; three years preferred.
• Must have access to consistent, reliable transportation.

Responsibilities

• Assumes operational responsibility for their assigned branch, including opening and closing procedures.
• Serves as a mentor and role model for all staff, providing on-site training.
• Provides security overrides to other staff, ensuring adequate control of transactions.
• Assists other staff with escalated member situations.
• Uses consultative selling to offer financial products and services that meet or exceed members’ needs.
• Answers Contact Center calls as needed after cross-training.
• Processes new accounts, additional share types, and IRAs according to policy to ensure compliance with BSA and US Patriot Act laws.
• Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Works on the teller line to assist as needed after cross-training.
• Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
• Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow up using CRM and DMS tools.
• Educates members on Langley products and services, making referrals to internal business partners.
• Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
• Supports the day-to-day operations and efficiencies of the branch.
• Complies with all Credit Union policies and regulatory requirements.
• Works at other branch locations as needed.

Education

Bachelor’s degree in business management, finance, or related field

Job description

Langley Federal Credit Union in Virginia Beach and surrounding Southside locations is seeking a Sr. Financial Service Representative to deliver impeccable service across our branch network.

You will use consultative selling to offer financial products meeting members’ needs and educate them to save, borrow, and spend wisely. The role requires opening/closing procedures, mentoring staff, and handling escalated member situations.