Senior Floating Financial Service Representative- Peninsula Territory

Langley Federal Credit Union • Newport News, VA

4d • Hybrid

About The Position

Langley Federal Credit Union is seeking a Full-Time Senior Financial Service Representative for their Peninsula floating team. This role involves providing excellent service to members in person and over the phone, using consultative selling to offer financial products and services, and educating members to improve their financial well-being. The position requires assuming operational responsibility for branches when leadership is absent, mentoring staff, and handling escalated member situations. The representative will process new accounts, IRAs, consumer loans, and various transactions, while also assisting with online and telephone banking support. A key aspect of the role is recording member interactions in the CRM system, making referrals to internal partners, and acting as a deterrent against fraud. The position also supports daily branch operations and ensures compliance with all policies and regulations. The role requires flexibility to work at other branch locations as needed.

Requirements

• Bachelor’s degree in business management, finance, or a related field or equivalent experience in a financial institution or Retail Sales industry.
• One year of financial institution experience is required.
• Must have access to consistent, reliable transportation.

Nice To Haves

• Three years of financial institution experience are preferred.

Responsibilities

• Assumes operational responsibility for their assigned branch, including opening and closing procedures, when another member of leadership is not present.
• Serves as a mentor and role model for all staff, providing on-site training.
• Provides security overrides to other staff, ensuring adequate control of transactions.
• Assists other staff with escalated member situations.
• Uses consultative selling to offer financial products and services that meet or exceed members’ needs through outbound calling, relationship building, or in-person conversations.
• Answers Contact Center calls as needed after cross-training.
• Processes new accounts, additional share types, and IRAs according to policy to ensure compliance with BSA and US Patriot Act laws.
• Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Works on the teller line to assist as needed after cross-training.
• Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
• Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow up using the Customer Relationship Management (CRM) and Document Management System tools.
• Educates members on Langley products and services, making referrals to internal business partners.
• Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
• Supports the day-to-day operations and efficiencies of the branch.
• Complies with all Credit Union policies and regulatory requirements.
• Works at other branch locations as needed.

Benefits

• Affordable medical, dental and vision plans
• Educational Assistance, encompassing books, lab fees, registration costs, and more.
• Support for Student Loan Repayment.
• Abundant Career Growth Opportunities.
• Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
• 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
• Paid Sick Time for all team members.
• Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
• Company-covered short- and long-term disability insurance.
• Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
• Flexible Health Care and Dependent Care benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior