Langley Federal Credit Union · 1 month ago
Financial Service Representative
Langley Federal Credit Union is one of the 100 largest credit unions in the United States, dedicated to supporting the growth of its employees. The Financial Service Representative role involves providing exceptional service to members, offering financial products, and educating them on how to improve their financial well-being.
BankingFinancial ServicesNon Profit
Responsibilities
Utilizes consultative selling to offer financial products and services that meet or exceed members’ needs through outbound calling, relationship building, or in-person conversations
Answers Contact Center calls as needed after cross-training
Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots 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
Serves as a mentor and role model for all staff including providing on-site training
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests
Cross-trains to work the teller line to assist as needed, following all policies & procedures
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 utilizing the Customer Relationship Management (CRM) tool and Document Management System
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
The ability to work at other branch locations as needed
Qualification
Required
An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required
Preferred
One year of financial institution experience is preferred
Benefits
Affordable medical, dental, and vision plans
Educational Assistance, encompassing books, lab fees, registration costs, and more.
Support for Student Loan Repayment.
Abundant Career Growth Opportunities.
Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
Paid Sick Time for all team members.
Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
Company-covered short- and long-term disability insurance.
Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
Flexible Health Care and Dependent Care benefits.
Company
Langley Federal Credit Union
Langley Federal Credit Union is a firm that specializes in banking, credit cards, loans, insurance, and other financial services.
Funding
Current Stage
Late StageRecent News
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