Financial Services Representative I, II, Senior

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member’s needs. Assist with staff development and oversee the branch as assigned. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities.

Duties and Responsibilities:

1. Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
2. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
3. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
4. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
5. Build meaningful relationships by participating in branch promotions and community events.
6. Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise.
7. Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance.
8. Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
9. Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important.
10. Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned.
11. Perform other duties as assigned.

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred.

Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds.

Tenure: Senior Financial Services Representative, Category 13, requires six months tenure in the Financial Services Representative II, Category 14 position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.

Salary Pay Range:

• Financial Services Representative I (Category 15): $38,412 - $55,312 annually
• Financial Services Representative II (Category 14):  $41,484 - $60,567 annually
• Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

• Short-term and long-term incentives
• Comprehensive medical, dental and vision insurance plan that has 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
• Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
• Click here to view Global’s comprehensive Benefits Programs.

Equal Opportunity Employer