Senior Financial Service Representative

Langley Federal Credit Union•Cary, NC

1d•Onsite

About The Position

Langley Federal Credit Union is continuing its' exciting new journey in to Raleigh, and we want you to be a part of it! This spring we are thrilled to be opening our second branch in Cary NC! Since our establishment in 1936, Langley Federal Credit Union has been dedicated to serving our members with excellence and integrity. With our headquarters nestled in Newport News, Virginia, we have grown to become the 66 th -largest Credit Union in the entire United States. We proudly extend our reach beyond state borders, touching the lives of members in Maryland, North Carolina, Northern Virginia, Richmond, and Hampton Roads. At Langley, we offer a comprehensive suite of banking services designed to empower our members on their financial journey. From flexible savings and checking accounts to a wide range of loans, mortgages, credit cards, investment services, and insurance products, we have you covered. But we don't stop there—our commitment to convenience means our members can easily manage their finances through our user-friendly online and mobile banking platforms, allowing them to take control of their money anytime, anywhere. What truly sets Langley apart is our unwavering dedication to our employees. We strive to create an exceptional workplace environment that fosters personal and professional growth, where each team member feels valued, supported, and inspired. When our employees thrive, so do our members. That's why we provide highly competitive benefits packages that come into effect from day one, ensuring you feel appreciated and recognized for your contributions. Our 401k program features a remarkable 100% match up to 6% with no vesting period, allowing you to plan for a secure future. Moreover, we offer generous time-off programs and ample personal and professional development opportunities, enabling you to continuously expand your horizons and reach new heights. Langley Federal Credit Union is more than just a financial institution—it's a family. We invite you to experience the incredible sense of belonging that permeates our organization. Join us in shaping the future of Richmond's development and be a part of a team that is dedicated to making a difference in the lives of our members and the communities we serve. Discover why Langley is not just a place to work—it's the best place you'll ever work. Job Summary: Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members’ needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members’ lives by helping them save, borrow, and spend wisely. Selected candidates must be able to attend two weeks of training in Langley's corporate office, in Newport News, VA.

Requirements

A bachelor’s degree in business management, finance, or a related field, four years of experience in a financial institution, sales or service experience advising customers when choosing between options, or an equivalent combination of education and experience is required.
One year of financial institution experience is required, and three years are preferred.
Employees in this position are required to obtain and maintain a valid Notary Public commission within six (6) months of their hire date as a condition of continued employment.

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.