Financial Service Representative jobs in United States
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Langley Federal Credit Union · 1 day ago

Financial Service Representative

Langley Federal Credit Union is one of the 100 largest credit unions in the United States, dedicated to shaping a meaningful path for its members. The Financial Service Representative provides in-person service to members, utilizing consultative selling to offer financial products and services that meet their needs while educating them on how to improve their financial well-being.

BankingFinancial ServicesNon Profit

Responsibilities

Utilize consultative selling to offer financial products and services that meet or exceed members’ needs
Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards
Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests
Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well-being
Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions
Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System
Educate members on Langley products and services, making referrals to internal business partners
Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees
Serve as front line deterrent against fraud and theft, protecting members and the Credit Union
Support the day to day operations and efficiencies of the branch

Qualification

Consultative sellingConsumer loan processingCustomer Relationship ManagementFinancial adviceTeam collaborationAdaptabilityContinuous learning

Required

Associates degree; or equivalent combination of education and/or service or sales experience

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

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Langley Federal Credit Union is a firm that specializes in banking, credit cards, loans, insurance, and other financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Tom Ryan
President/CEO
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Gregory Manweiler
CFO
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Company data provided by crunchbase