Branch Counselor

Job Summary

At Farmers Insurance Federal Credit Union (FIGFCU), we are committed to delivering exceptional service and empowering our members to achieve their financial goals. As a Senior Branch Counselor, you will serve as a highly skilled resource within the branch, handling complex member needs, supporting business growth through advanced sales expertise, and mentoring less experienced team members.

Responsibilities

• Sales & Relationship Development
• Consistently achieve and exceed elevated individual sales goals, supporting the branch in meeting overall production targets.
• Identify high-potential sales and cross-sell opportunities through advanced needs assessment and relationship-building.
• Deliver in-depth, consultative presentations to members and prospective members, including Select Employer Groups (SEGs), to drive adoption of Credit Union products and services.
• Serve as a subject matter expert on all Credit Union products, services, and promotions, providing guidance to team members as needed.
• Member Service & Transactions
• Resolve complex member issues independently, using advanced knowledge of Credit Union policies and procedures.
• Aid members with a full range of transactions and provide expert guidance through the lending process, including documentation and loan structuring.
• Provide coaching and support to newer team members on exceptional service delivery.
• • Accurately process and balance cash drawers, vaults, and ATMs, and ensure strict adherence to operational and security protocols.
  • Support the Branch Manager in training, onboarding, and mentoring junior staff.
  • Take initiative in recommending process improvements and sharing best practices with the team.
• Community Engagement
• Represent the branch at community events and employer group functions, promoting business development and brand awareness.

Qualifications

• High school diploma or equivalent required; college coursework in business, finance, or related field preferred.
• Minimum three years of experience in customer service, retail sales, or financial services, with a strong record of sales and referral success.
• Experience in in-person sales, business development, or consultative selling in a financial institution.
• Demonstrated ability to coach or mentor others.
• Exceptional communication, relationship-building, and problem-solving skills.
• Proficiency with standard office and point-of-sale technologies.
• Passion for member service, sales achievement, and Credit Union growth.

Compensation

Hourly + performance-based incentive