Financial Services Representative I, II, Senior
Company: Alaska USA Federal Credit Union
Location: Kent
Posted on: March 18, 2023
Job Description:
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 annuallyStarting 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.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 Alaska USA's comprehensive Benefits
Programs.Equal Opportunity Employer
Keywords: Alaska USA Federal Credit Union, Kent , Financial Services Representative I, II, Senior, Sales , Kent, Washington
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