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Financial Services Representative I, II, Senior

Company: Alaska USA Federal Credit Union
Location: Glendale
Posted on: January 10, 2022

Job Description:

Overview:Reports to: Varies by location
Functions Supervised: None
Primary Functions: Provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs. Actively engage members at every opportunity to deepen relationships by asking open-ended questions. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. Accurately perform teller transactions, member service activities and loan activities.
Duties and Responsibilities:

  • Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
  • Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
  • Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
  • Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
  • Perform duties of Financial Services Representative II position.
  • Perform progressively responsible duties to include: a. Provide support to branch staff by training and developing and by approving transaction authorizations. b. Perform opening and closing procedures as required including all security checks. c. Coach, lead and motivate branch employees; promote participation in cross sales of products and services. d. Assist with the design and implementation of branch promotions.
  • Obtain state mandated insurance license to quote and bind Personal Lines Insurance products, as assigned.
  • Assist with supervision of branch staff as assigned.
  • In the absence of Assistant Branch Manager, oversee branch operations as assigned.
  • Perform other duties as assigned.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 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 Service Representative, Category 13, requires six months tenure in the Financial Service Representative II, Category 14 position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Directly related work experience and/or accelerated training completion may be substituted for tenure.
    Equal Opportunity Employer

Keywords: Alaska USA Federal Credit Union, Glendale , Financial Services Representative I, II, Senior, Sales , Glendale, Arizona

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