Financial Services Representative I, II, Senior

Global Credit Union • Bellevue, WA

1d

About The Position

Deliver positive member experiences through consultative, empathetic, and personalized service in person and over the phone. Accurately complete transactions and member service activities while identifying opportunities to recommend financial products and services that meet member needs. Contribute to credit union growth by meeting individual, branch, and business line goals through cross-sales activities.

This role serves existing and prospective members, supports member onboarding and scheduled incoming calls, and builds relationships through in-person conversations, relationship calling, referrals, branch promotions, and community events. The position works collaboratively across organizational levels and may perform other duties as assigned. Reports to a role that varies by location and supervises no functions.

Requirements

• High school graduate or equivalent.
• Passion for helping people and drive 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.
• Must be able to lift 25 pounds.
• Financial Services Representative II requires 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.
• Senior Financial Services Representative requires 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 substitute for tenure requirements.

Responsibilities

• Engage existing and prospective members to create a positive experience consistent with the organization’s values and culture.
• Provide prompt, professional, helpful, and courteous service during each member interaction.
• Deepen member relationships by applying knowledge of credit union products and services and carrying out member engagement strategies, including in-person conversations, relationship calling, and referrals.
• 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 assigned branch promotions and community events.
• Collaborate effectively in a team environment 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