Financial Services Representative I, II, Senior

Global Credit Union • Seattle, WA

1d

About The Position

The Financial Services Representative delivers positive member experiences through a consultative, empathetic, and personalized approach in person and over the phone. The role accurately performs transactions and member service activities while identifying opportunities to recommend financial products and services that address member needs. It also contributes to credit union growth by meeting individual, branch, and business-line goals through cross-sales activities.

The position engages existing and prospective members, provides prompt and courteous service, and deepens relationships through product knowledge, member-engagement strategies, relationship calling, and referrals. Representatives use resources such as the Member Vision Plan to develop solutions that support members’ financial well-being. They also onboard members, complete assigned outbound calls and appointments, support scheduled incoming-call coverage, participate in branch promotions and community events, and collaborate across the organization. The posting covers Financial Services Representative I, II, and Senior levels.

Requirements

• High school graduate or equivalent.
• Passion for helping people and motivation to build relationships that help members meet financial goals.
• Good communication and human relations skills.
• Ability to ask open-ended questions effectively, solve problems, and provide solutions.
• Ability to develop strong working relationships with coworkers and business-line partners through collaboration.
• Ability to lift 25 pounds.
• For Financial Services Representative II: six months’ tenure as a Financial Services Representative I and completion of the curriculum with performance meeting or exceeding expectations on the Performance Evaluation Plan.
• For Senior Financial Services Representative: six months’ tenure as a Financial Services Representative II, with performance meeting or exceeding expectations on the Performance Evaluation Plan and Employee Success Profile.
• Directly related work experience and/or accelerated training completion may be substituted for the stated tenure requirements.

Responsibilities

• Engage existing and prospective members and provide a positive experience consistent with the organization’s values and culture.
• Provide prompt, professional, helpful, and courteous service during each member interaction.
• Use knowledge of credit union products and services, member-engagement strategies, relationship calling, and referrals to deepen member relationships.
• Use a consultative approach and resources such as the Member Vision Plan to develop solutions that educate members and improve their financial well-being.
• Accurately complete transactions and member service requests in accordance with employee performance standards.
• Onboard members in the system, complete assigned outbound call programs, and set appointments to meet member needs.
• Support the Member Service Center with incoming calls as scheduled, monitor activities, and remain flexible to changes.
• Participate in branch promotions and community events as assigned.
• Work effectively with coworkers and business-line partners across organizational levels.
• Perform other duties as assigned.

Benefits

• Short-term and long-term incentives
• Comprehensive medical, dental, and vision insurance, with 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
• 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