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Langley Federal Credit Union · 3 weeks ago

Senior Floating Financial Service Representative- Southside Territory

Virginia Beach, VA

Full-time

Onsite

Mid, Senior Level

1+ years exp

Langley Federal Credit Union is one of the 100 largest credit unions in the United States, dedicated to shaping a meaningful path for its employees and members. The Senior Floating Financial Service Representative will provide exemplary service to members across various branches, utilizing consultative selling to offer financial products and services, while also assuming operational responsibilities and mentoring staff.

BankingFinancial ServicesNon Profit

Responsibilities

Assumes operational responsibility for their assigned branch, including opening and closing procedures, when another member of leadership is not present

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 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 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 the Customer Relationship Management (CRM) and Document Management System 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

Qualification

Financial institution experienceConsultative sellingCustomer Relationship Management (CRM)Business management degreeService orientationFinancial adviceTeam collaborationAdaptability