Senior Financial Service Representative

About the role

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, constantly growing and recently expanded to neighboring states and other parts of Virginia. The Senior Financial Service Representative provides impeccable service to members and potential members throughout the branch network, in person or over the phone, using consultative selling to offer financial products and services that meet or exceed members’ needs, identifies opportunities to increase member engagement, and educates members on Langley products and services to help them save, borrow, and spend wisely.

Responsibilities

• Assumes operational responsibility for assigned branch, including opening and closing procedures when leadership is absent.
• Serves as a mentor and role model for staff, providing on‑site training.
• Provides security overrides to other staff, ensuring adequate control of transactions.
• Assists staff with escalated member situations.
• Uses consultative selling to offer financial products and services 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 according to policy to ensure compliance with BSA and US Patriot Act laws.
• Processes consumer loan products and services (personal, auto, home equity line of credit, credit cards) ensuring compliance with federal regulations and credit union policies.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and other requests.
• Works on the teller line to assist as needed after cross‑training.
• Assists members with all account and loan‑related service needs, offering financial advice to improve financial well‑being.
• Assists with Online and Telephone banking enrollment, education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow‑up using 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 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

• 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; three years are preferred.
• Must obtain and maintain a valid Notary Public commission within six months of hire as a condition of continued employment.

Benefits

• Affordable medical, dental, and vision plans.
• Educational Assistance covering books, lab fees, registration costs, and more.
• Support for Student Loan Repayment.
• Abundant Career Growth Opportunities.
• Generous Paid Vacation that starts accruing from day one, increasing every five years of service up to a maximum cap.
• 13 Paid Holidays, including birthday and the day after Thanksgiving, plus Floating Holidays.
• Paid Sick Time for all team members.
• Highly competitive 401K plan with a 6% company match, immediate vesting, and a ROTH IRA option.
• Company‑covered short‑ and long‑term disability insurance.
• Complimentary Life Insurance with option to purchase additional Voluntary Life Insurance.
• Flexible Health Care and Dependent Care benefits.

Pay

Targeted hourly rate: $19.9038 to $24.62, depending on experience.