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Global Credit Union · 1 month ago

Financial Services Representative I, II, Senior

Renton, WA

Full-time

Onsite

Entry, Mid, Senior Level

$42K/yr - $61K/yr

2+ years exp

Global Credit Union is dedicated to delivering exceptional member experiences through a consultative service approach. The Financial Services Representative will engage with members, provide personalized financial solutions, and support branch operations while contributing to the growth of the credit union.

BankingFinanceFinancial Services

Culture & Values

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

Build meaningful relationships by participating in branch promotions and community events

Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise

Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance

Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience

Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important

Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned

Perform other duties as assigned

Qualification

Member service experienceConsultative sellingCommunication skillsRelationship buildingInsurance licenseTeam collaborationProblem solving

Required

High school graduate or equivalent

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

Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan

Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile

Directly related work experience and/or accelerated training completion may be substituted for tenure