Financial Services Representative I, II, Senior

Global Credit Union • Anchorage, AK

1d

About The Position

This role focuses on delivering positive member experiences through a consultative, empathetic, and personalized service approach, both in person and over the phone. The representative will accurately perform transactions, member service, and loan activities, while proactively identifying opportunities and recommending financial products and services to meet member needs. A key aspect of the role is contributing to the credit union's growth by meeting individual, branch, and business line 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

• 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 (for FSR II).
• 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 (for Senior FSR).
• 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.
• Use a consultative approach and resources like the Member Vision Plan to develop solutions that educate and improve member's financial well-being.
• Ensure accuracy and completion of all transactions and member service requests.
• Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs.
• Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act.
• Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products.
• 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.
• 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
• Number of Employees: 11-50 employees