Financial Services Representative I, II, Senior
Financial Services Representative I, II, Senior
Alaska USA Federal Credit Union
Victorville, CA
Job ID : 2f6f6942476b2f3855765653567a383534773d3d
Job Description :
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.
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
- 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
- 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 Alaska USA’s comprehensive Benefits Programs.
California Consumer Privacy Act Notice
Company Details :
Name : Alaska USA Federal Credit Union
CEO : Geoff Lundfelt
Headquarter : Anchorage, AK
Revenue : $100 to $500 million (USD)
Size : 1001 to 5000 Employees
Type : Nonprofit Organization
Primary Industry : Banking & Lending
Sector Name : Financial Services
Year Founded : 1948
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Details
: Victorville, CA
: 38412 - 55312 USD ANNUAL
: Today
