Senior Financial Service Rep

About the role

You belong at Langley. Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.

Responsibilities

• 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.
• Processes new accounts, additional share types, and IRAs according to policy to ensure compliance with BSA and US Patriot 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.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Works on the teller line to assist as needed after cross-training.
• 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 using the Customer Relationship Management (CRM) and Document Management System tools.
• 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.
• Works at other branch locations as needed.

Qualifications

• A bachelor’s degree in business management, finance, or a related field, four years of experience in a financial institution, sales or service experience advising customers when choosing between options, or an equivalent combination of education and experience is required.
• One year of financial institution experience is required, and three years are preferred.
• Employees in this position are required to obtain and maintain a valid Notary Public commission within six (6) months of their hire date as a condition of continued employment.

Skills

• Service Orientation
• Consultative Selling
• Financial Product Knowledge
• Customer Service
• Loan Processing
• Branch Operations
• Technology Proficiency
• Teamwork
• Adaptability
• Continuous Learning

Benefits

• Comprehensive Employee Benefits Package
• Medical, Dental, and Vision Plans
• Education Assistance
• Student Loan Repayment Assistance
• Career Growth Opportunities
• Paid Vacation
• 13 Paid Holidays
• Paid Sick Time
• 401K Plan with Company Match
• Roth IRA Option
• Disability Insurance
• Life Insurance
• Flexible Health Care and Dependent Care benefits

Pay

Targeted Pay Range: $19.90 - $24.62, based on qualifications and experience.

Schedule

Flexible schedule, including Saturdays.