Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Financial Services Representative I, II, Senior image - Rise Careers
Job details

Financial Services Representative I, II, Senior

Overview

Reports to: Varies by location

 

Functions Supervised: None

 

Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties and Responsibilities:

  • Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
  • Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
  • Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
  • Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
  • Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
  • Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
  • Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
  • Build meaningful relationships by participating in branch promotions and community events, as assigned.
  • Work effectively in a team environment across all organizational levels.
  • Perform other duties as assigned.
  • Qualifications

    Education: High school graduate or equivalent

     

    Creditable Experience in Lieu of Education: Not Applicable

     

    Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds

     

    Tenure: Not Applicable

    Compensation

    Salary Pay Range:

    • Financial Services Representative I (Category 15): $42,254 - $60,844 annually
    • Financial Services Representative II (Category 14):  $45,633 - $66,624 annually
    • Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually

    Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

     

    In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

    Benefits

    • Short-term and long-term incentives
    • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
    • 401(k) plan with a 5% match
    • Employee Assistance Program (EAP)
    • Life and disability coverage
    • Voluntary cash benefits for accident, hospitalization and critical illness
    • Tuition Reimbursement
    • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
    • Click here to view Global’s comprehensive Benefits Programs

    Equal Opportunity Employer

    Average salary estimate

    $57822.5 / YEARLY (est.)
    min
    max
    $42254K
    $73391K

    If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

    Similar Jobs
    Photo of the Rise User
    Posted 13 days ago
    Mission Driven
    Inclusive & Diverse
    Collaboration over Competition
    Rise from Within
    Diversity of Opinions
    Work/Life Harmony
    Customer-Centric
    Social Impact Driven
    Family Medical Leave
    Maternity Leave
    Paternity Leave
    401K Matching
    Paid Holidays
    Paid Sick Days
    Paid Time-Off
    Medical Insurance
    Dental Insurance
    Vision Insurance
    Mental Health Resources
    Life insurance

    As a Customer Experience Systems Analyst at Instacart, you’ll optimize CRM workflows and drive efficiency within customer service tools like Salesforce Service Cloud.

    Photo of the Rise User

    Join UiPath as a Senior Manager in Client Success and lead a team dedicated to optimizing customer satisfaction through automation solutions.

    Photo of the Rise User
    Posted 3 days ago

    Join REPAY as a Payments Specialist where you'll help streamline payment processes in a fun and dynamic working environment.

    Photo of the Rise User
    Posted 3 days ago

    Become a pivotal force in the customer experience as a Retail Banker I at TD, a renowned financial institution.

    Photo of the Rise User
    Posted 12 days ago

    Join Fora as a Senior Manager, Advisor Integrity, where you'll enhance advisor experiences through empathetic communication and strategic operations.

    Posted 3 days ago

    Become a vital part of Shine Social Brand as a Customer Support Specialist, where you’ll make every customer interaction extraordinary.

    Posted 8 days ago

    Join a compassionate team dedicated to providing vital care for medically fragile children and young adults in a supportive environment.

    Cape Fear Valley Urology is seeking a dedicated Medical Assistant Certified/Registered to support our healthcare team in providing quality care.

    Posted 5 days ago

    Become a vital part of Quipt Home Medical as a Customer Service Representative, providing exceptional service to patients and clients.

    Photo of the Rise User
    Volunteers of America, Utah Hybrid Salt Lake City, Utah, United States
    Posted 9 days ago

    Join Volunteers of America, Utah as a Client Access Representative to assist clients in accessing vital services with compassion and professionalism.

    Seeking a dedicated Interim Call Center Supervisor to lead our Call Center team in Downtown Los Angeles and enhance our service delivery.

    Photo of the Rise User
    Google Hybrid San Francisco, California, United States
    Posted 5 days ago
    Inclusive & Diverse
    Rise from Within
    Mission Driven
    Diversity of Opinions
    Work/Life Harmony
    Take Risks
    Collaboration over Competition
    Growth & Learning
    Transparent & Candid
    Customer-Centric
    Social Impact Driven
    Rapid Growth
    Passion for Exploration
    Dare to be Different
    Reward & Recognition
    Friends Outside of Work
    Medical Insurance
    Dental Insurance
    Vision Insurance
    Mental Health Resources
    Life insurance
    Disability Insurance
    Health Savings Account (HSA)
    Flexible Spending Account (FSA)
    Conferences Stipend
    Bias Training
    Employee Resource Groups
    401K Matching
    Paternity Leave
    Maternity Leave
    Some Meals Provided
    Social Gatherings

    Become a critical part of Google Cloud as a Customer Engineer in Data Analytics, bridging technical solutions and customer needs.

    Photo of the Rise User
    Posted 3 days ago

    Join the NYC Department of Consumer and Worker Protection as a Customer Service Representative, where your skills will help empower the community.

    MATCH
    Calculating your matching score...
    FUNDING
    SENIORITY LEVEL REQUIREMENT
    TEAM SIZE
    EMPLOYMENT TYPE
    Full-time, on-site
    DATE POSTED
    April 22, 2025

    Subscribe to Rise newsletter

    Risa star 🔮 Hi, I'm Risa! Your AI
    Career Copilot
    Want to see a list of jobs tailored to
    you, just ask me below!
    LATEST ACTIVITY
    Photo of the Rise User
    Someone from OH, Dayton just viewed Plant Engineer I - HVAC at Pfizer
    Photo of the Rise User
    Someone from OH, Dayton just viewed Entry Level Industrial Engineer at Boeing
    Photo of the Rise User
    Someone from OH, Dayton just viewed Manufacturing Engineer Intern at Marvin
    Photo of the Rise User
    Someone from OH, Dayton just viewed Assessment Engineering Intern at Learning A-Z
    C
    Someone from OH, Dayton just viewed Project Engineer at CRB
    Photo of the Rise User
    Someone from OH, Dayton just viewed Manufacturing Engineer III at Agile Space Industries
    Photo of the Rise User
    8 people applied to Cashier (Part-time) at Datadog