Senior Floating Financial Service Representative- Peninsula Territory
About The Position
Langley Federal Credit Union is hiring a full-time Senior Financial Service Representative for its Peninsula floating team. The role serves members and potential members across branch locations, in person and over the phone, providing service and consultative guidance on financial products and services. The representative helps members save, borrow, and spend wisely, identifies opportunities to increase engagement, and supports branch operations at locations across the Peninsula and Southside markets as business needs change. The position also serves as a mentor and role model, may assume branch operational responsibility when leadership is absent, and helps protect members and the credit union from fraud and theft. The role requires working across multiple branch locations, with the flexibility to change locations based on business needs. Work is typically performed indoors in a climate-controlled environment, with occasional work outdoors at member events. A flexible schedule, including Saturdays, is required. The position involves independent work and responsiveness to changing demands.
Requirements
- Bachelor’s degree in business management, finance, or a related field, or equivalent experience in a financial institution or retail sales industry.
- At least one year of financial institution experience.
- Access to consistent, reliable transportation.
- Ability to work a flexible schedule, including Saturdays.
- Ability to work across various locations and change locations based on business needs.
Nice To Haves
- Three years of financial institution experience is preferred.
Responsibilities
- Assume operational responsibility for an assigned branch, including opening and closing procedures, when another member of leadership is not present.
- Serve as a mentor and role model for staff and provide on-site training.
- Provide security overrides to staff to ensure adequate control of transactions.
- Assist staff with escalated member situations.
- Use consultative selling, outbound calls, relationship building, and in-person conversations to offer financial products and services that meet or exceed members’ needs.
- Answer Contact Center calls as needed after cross-training.
- Process new accounts, additional share types, and IRAs in accordance with policy and applicable BSA and US Patriot Act requirements.
- Process consumer loan products and services, including personal, auto, home equity line of credit, and credit card products, in compliance with federal regulations and credit union policies and procedures.
- Process member transactions, including balance inquiries, transfers, payments, loan advances, account opening, and other requests.
- Work on the teller line as needed after cross-training.
- Assist members with account- and loan-related service needs, including offering financial advice to support their financial well-being.
- Help members with online and telephone banking enrollment, education, troubleshooting, and password or security-question resets.
- Record member interactions and follow-up in the Customer Relationship Management (CRM) and Document Management System tools.
- Educate members about Langley products and services and make referrals to internal business partners.
- Interact professionally with peers, supervisors, and other Langley employees to foster teamwork.
- Act as a front-line deterrent against fraud and theft to protect members and the credit union.
- Support day-to-day branch operations and efficiencies.
- Comply with credit union policies and regulatory requirements.
- Work at other branch locations as needed.
Benefits
- Affordable medical, dental, and vision plans.
- Educational assistance covering books, lab fees, registration costs, and more.
- Student loan repayment support.
- Career growth opportunities.
- Paid vacation that begins accruing on the first day and increases with years of service.
- 13 paid holidays, including the employee’s birthday and the day after Thanksgiving, plus floating holidays.
- Paid sick time.
- 401(k) plan with a 6% company match, immediate vesting, and a Roth IRA option.
- Company-covered short- and long-term disability insurance.
- Complimentary life insurance and the option to purchase additional voluntary life insurance.
- Flexible health care and dependent care benefits.
- Weekly driving stipend.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
