Personal Financial Representative

About the role

As a Personal Financial Representative, you'll play a key role in delivering exceptional service and trusted guidance to our members. This is an opportunity to build lasting relationships, offer thoughtful financial solutions, and support individuals as they navigate important financial decisions.

Responsibilities

• Grow Membership and Deepen Relationships:
  • Expertly onboard new members and seamlessly handle Visa, consumer loan, and home equity loan applications
  • Leverage digital tools to enhance member engagement, ensuring seamless access to online and mobile platforms, personalizing the experience
  • Collaborate with internal and external partners such as financial advisors, merchant services, and mortgage originators to expand service offerings to our members
• Member Service:
  • Maintain a polite and professional demeanor in all communications, whether in person or over the phone to build trust and foster positive relationships with members
  • Engage in active listening during interactions with members, fully focusing on their needs and concerns, and providing thoughtful, accurate responses to ensure their satisfaction
  • Education members about Credit Union products and services, helping them make informed decisions and optimize their financial well-being
• Community:
  • Represent the Credit Union at sponsored community events to promote positive engagement
  • Participate in volunteer activities within the local community to support and enhance the Credit Union’s presence
  • Support and participate in business development activities such as bank at work, lunch and learns, and financial literacy events

Requirements

• People Focused: Build trust through empathy, active listening, and clear communication. Enjoy helping others and are committed to delivering a positive experience in every interaction
• Solutions Oriented: Approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
• Purpose Driven: Find meaning in making a difference and thrive in a mission-focused environment where your work supports financial freedom and long-term impact
• Accountable & Adaptable: Take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace

Qualifications

• People Focused: Build trust through empathy, active listening, and clear communication. Enjoy helping others and are committed to delivering a positive experience in every interaction
• Solutions Oriented: Approach each conversation with curiosity and care, identifying needs and offering tailored financial solutions that align with our members' goals
• Purpose Driven: Find meaning in making a difference and thrive in a mission-focused environment where your work supports financial freedom and long-term impact
• Accountable & Adaptable: Take ownership of your work, embrace feedback, and adapt with confidence in a fast-paced, evolving workplace

Skills

• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Strong organizational and problem-solving skills
• Proficiency with digital tools and platforms

Benefits

• Competitive pay range: $23-$24 an hour (depending on experience, education, aptitude & equity)
• Flexible schedule: Part-time, including Saturdays
• Opportunities for growth: Individual development plans, educational reimbursement, job shadowing across departments, and specialized trainings
• Equal Opportunity Employer: Veterans/Disabled

Pay

$23-$24 an hour (depending on experience, education, aptitude & equity)

Schedule

Part-Time, including Saturdays