Financial Services Representative I, II, Senior

Global Credit Union • Coeur d'Alene, ID

18d • $42,254 - $73,391

About The Position

This role focuses on delivering exceptional member experiences through a consultative and personalized service approach, both in person and over the phone. Responsibilities include accurately performing transactions, identifying opportunities to recommend financial products and services, and contributing to the credit union's growth by meeting sales goals through cross-selling activities.

Requirements

• 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

Nice To Haves

• 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.

Responsibilities

• Actively engage with existing and prospective members to create a positive member experience consistent with the organization's values and culture.
• 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.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
• 401(k) plan with a 5% match
• Employee Assistance Program (EAP)
• Life and disability coverage
• Voluntary cash benefits for accident, hospitalization and critical illness
• Tuition Reimbursement
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED