Financial Service Representative

Job Summary

Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members’ needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members’ lives by helping them save, borrow, and spend wisely.

Essential Functions, Duties, and Responsibilities

• Utilizes consultative selling to offer financial products and services that meet or exceed members’ needs through outbound calling, relationship building, or in-person conversations.
• Answers Contact Center calls as needed after cross-training.
• Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
• Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
• Serves as a mentor and role model for all staff including providing on-site training.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Cross-trains to work the teller line to assist as needed, following all policies & procedures.
• Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
• Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
• Educates members on Langley products and services, making referrals to internal business partners.
• Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
• Supports the day-to-day operations and efficiencies of the branch.
• Complies with all Credit Union policies and regulatory requirements.
• The ability to work at other branch locations as needed.

Qualifications

• An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
• One year of financial institution experience is preferred.

Targeted Pay Range

$18.70 - $23.09 based on qualifications and experience

Our Keys to Success

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Llangley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.