Financial Service Representative - Bilingual Spanish preferred

Langley Federal Credit UnionCary, NC
Onsite

About The Position

Langley Federal Credit Union is seeking a Full-Time Financial Service Representative to work on-site at their Oyster Point Branch in Newport News, VA. This role involves providing impeccable in-person service to members and potential members, utilizing consultative selling to offer financial products and services that meet member needs, and educating members to improve their financial well-being. The representative will identify opportunities to increase member engagement and help members save, borrow, and spend wisely.

Requirements

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

Nice To Haves

  • Bilingual Spanish preferred

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.
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