Financial Services Representative

Location: Everett, Washington US

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Requisition Number: 13417

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External Description:

Financial Services Representative

 

Alaska USA Federal Credit Union is seeking a Financial Services Representative. The FSR will provide prompt, professional, helpful, knowledgeable and courteous member service while recommending financial products and services to meet member needs.  They will actively engage members at every opportunity to deepen relationships by asking open-ended questions.  They will contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities. They will also accurately perform teller transactions and member service activities.

 

Primary Responsibilities

  1. Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service.
  2. Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services.
  3. Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need.
  4. Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines.
  5. Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner.
  6. Open all types of new accounts while assisting the member to effectively use account.
  7. Receive and process member service requests. Identify, research and correct member account discrepancies.
  8. Perform progressively responsible duties to include: a. Place and receive phone calls related to member business. b. Follow up with prospects and ask for their business. c. Complete sales production reports d. Participate in branch promotions. e. Use the PA system to announce daily product promotions or awareness announcements as assigned.
  9. Perform other duties as assigned.

 

Qualified Candidates will demonstrate

  • Passion for helping people
  • Drive to build relationships
  • Good communication and human relations skills
  • Ability to effectively ask questions, problem solve, and provide solutions
  • Ability to develop good working relationships with co-workers and business line partners through collaboration

 

Requirements

  • High School Diploma or GED required
  • 1+ year of customer service experience
  • Must be able to lift up to 25 pounds

 

Preferred Qualifications

  • Prior banking or credit union experience

 

Credit Union Hours

Monday - Friday: 10:00 am - 7:00 pm

Saturday: 10:00 am - 6:00 pm

Sunday: 11:00 am - 3:00 pm

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Community / Marketing Title: Financial Services Representative

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Location_formattedLocationLong: Everett, Washington US