Financial Service Representative

Langley Federal Credit Union•Raleigh, NC

5d•Onsite

About The Position

Langley Federal Credit Union is seeking a full-time Financial Service Representative to work on-site at their North Raleigh Branch in Raleigh, NC. This role is responsible for providing impeccable in-person service to members and potential members, utilizing consultative selling to offer financial products and services that meet member needs, and identifying opportunities to increase member engagement. The representative will educate members on Langley products and services to help them save, borrow, and spend wisely, ultimately improving their financial well-being.

Requirements

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

Nice To Haves

Service orientation, building trusting relationships and delivering value for associates, members, and communities.
Passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
Adaptability to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
Collaboration across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

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.

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.
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.