Financial Services Representative I, II, or Senior

Job Description:

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:

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. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
6. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
7. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
8. Build meaningful relationships by participating in branch promotions and community events, as assigned.
9. Work effectively in a team environment across all organizational levels.
10. Perform other duties as assigned.