Senior Floating Financial Service Representative- Southside Territory

Langley Federal Credit UnionVirginia Beach, VA
13d

About The Position

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia. Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental and vision plans in addition to: Investing in You: Educational Assistance, encompassing books, lab fees, registration costs, and more. Support for Student Loan Repayment. Abundant Career Growth Opportunities. Time Off That Matters: Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap. Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too! Paid Sick Time for all team members. Financial Security: 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. Langley Federal Credit Union is currently hiring for a Full Time Sr. Financial Service Representative for our Southside floating team, working in Virginia Beach, Norfolk and Chesapeake LFCU Branches 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.

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, and three years are preferred.
  • Must have access to consistent, reliable transportation.

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.
  • Celebrate 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.
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