Financial Services Representative I, II, Senior

Overview

Reports to : Varies by location

Functions Supervised : None

Primary Functions : Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone.

Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs.

Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

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.
• 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.

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.

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

Tenure : Not Applicable

Compensation

Salary Pay Range :

• Financial Services Representative I (Category 15) : $38,412 - $55,312 annually
• Financial Services Representative II (Category 14) : $41,484 - $60,567 annually
• Senior Financial Services Representative (Category 13) : $44,803 - $66,309 annually

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

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
30+ days ago