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Financial Services Representative I, II, Senior
$105k-136k (estimate)
Full Time | Banking 8 Months Ago
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Global Credit Union is Hiring a Financial Services Representative I, II, Senior Near Kirkland, WA

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 needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties and Responsibilities:

  • Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
  • Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
  • 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.
  • 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.
  • Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
  • Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
  • Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
  • Build meaningful relationships by participating in branch promotions and community events, as assigned.
  • Work effectively in a team environment across all organizational levels.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent

    Creditable Experience in Lieu of Education: Not Applicable

    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: Not Applicable

    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

    Job Summary

    JOB TYPE

    Full Time

    INDUSTRY

    Banking

    SALARY

    $105k-136k (estimate)

    POST DATE

    08/11/2023

    EXPIRATION DATE

    01/31/2025

    WEBSITE

    globalcu.org

    HEADQUARTERS

    FAIRCHILD AFB, WA

    SIZE

    100 - 200

    FOUNDED

    1954

    CEO

    JOHN MAGUIRE

    REVENUE

    $10M - $50M

    INDUSTRY

    Banking

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    About Global Credit Union

    Global is here to grow your dreams. Our business is to serve our members and our community. As a co-operative financial institution, our profits go back to our membership. We offer innovative products and services, low rates, few fees and excellent service. Who can join? You can, if you live or work in Washington State, or Kootenai, Benewah, Shoshone or Latah counties in Idaho. If you are an active duty or retired military person or a contractor affiliated with Fairchild Air Force Base, Aviano Air Base, Camp Ederle or Camp Darby you are automatically eligible for membership. We have locations ... throughout the Inland Northwest and Italy. Plus, we offer access at 6700+ shared branching locations and over 26,000+ ATMs nationwide. Visit https://www.globalcu.org/locations to find a location near you. Our story begins in October 1954. Mary Milla, a secretary who worked at Fairchild Air Force Base, founded the credit union as a means to serve the financial needs of the military and civil service employees. We began as Fairchild Credit Union and have grown to become Global Citizens. What is a Global Citizen? Global Citizens give their time. They make you smile. They're engaged, integrated, transformative. They love this community and its people, And actively do their best to leave this world a better place. We believe in Global Citizens. Be a Global Citizen. #weareglobalcitizens If you want to grow your dreams with world-class service, great convenience and a place to bank that celebrates your community, then join us and be a Global Citizen. Federally Insured by NCUA. Equal Housing Opportunity Lender. More
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    The following is the career advancement route for Financial Services Representative I, II, Senior positions, which can be used as a reference in future career path planning. As a Financial Services Representative I, II, Senior, it can be promoted into senior positions as a Financial Associate (Public) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative I, II, Senior. You can explore the career advancement for a Financial Services Representative I, II, Senior below and select your interested title to get hiring information.

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