Overview

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:

Qualifications

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.

Compensation

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.

Benefits

• 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