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Global Credit Union · 2 hours ago

Financial Services Representative I, II, Senior

Branch, LA

Full-time

Onsite

Entry, Mid, Senior Level

$42K/yr - $61K/yr

Global Credit Union is dedicated to delivering positive member experiences through a consultative and personalized service approach. The Financial Services Representative is responsible for engaging with members, performing transactions, and making product recommendations to enhance member relationships and contribute 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

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

Qualification

Member engagement strategiesFinancial product knowledgeCommunication skillsProblem solvingTeam collaboration

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