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:
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
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.
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