Financial Service Representative

Langley Federal Credit Union•Carrollton, VA

2d•$18 - $22•Onsite

About The Position

Langley Federal Credit Union is seeking a full-time Financial Service Representative to work on-site at their Carrollton Branch in Carrollton, VA. This role involves providing impeccable service to members and potential members in person and over the phone, using consultative selling to offer financial products and services that meet member needs, and educating members to improve their financial well-being. The company is one of the largest credit unions in the US with over $5B in assets and over 400,000 members, and is committed to being the best place to work.

Requirements

An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.

Nice To Haves

One year of financial institution experience is preferred.

Responsibilities

Utilizes 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 following policies to ensure compliance with BSA and US Patriots 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.
Serves as a mentor and role model for all staff including providing on-site training.
Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
Cross-trains to work the teller line to assist as needed, following all policies & procedures.
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 utilizing the Customer Relationship Management (CRM) tool and Document Management System.
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.
The ability to work at other branch locations as needed.

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.