Financial Services Representative

4 weeks ago


Mount Vernon, New York, United States Alaska USA Full time

Job Summary

As a Financial Services Representative at Alaska USA, you will play a critical role in delivering exceptional member experiences through a consultative and personalized approach. You will be responsible for accurately performing transactions and member service activities while identifying opportunities to make financial product and service recommendations that meet member needs.

Key Responsibilities

  • Engage with existing and prospective members to create a positive experience that aligns with the organization's values and culture.
  • Ensure all members receive prompt, professional, and courteous service during each interaction.
  • Deepen member relationships through expert knowledge of credit union products and services.
  • Use a consultative approach to develop solutions that improve member financial well-being.
  • Ensure accuracy and completion of all transactions and member service requests.
  • Efficiently onboard members in the system and complete outbound call programs.
  • Support the Member Service Center with incoming calls and remain flexible to changes.
  • Build meaningful relationships by participating in branch promotions and community events.
  • Work effectively in a team environment across all organizational levels.

Requirements

  • High school graduate or equivalent.
  • Passion for helping people and 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.
  • Must be able to lift 25 pounds.

Compensation

  • Financial Services Representative I (Category 15): $38,412 - $55,312 annually.
  • Financial Services Representative II (Category 14): $41,484 - $60,567 annually.
  • Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually.

Benefits

  • Short-term and long-term incentives.
  • Comprehensive medical, dental, and vision insurance plan with 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, and Paid Holidays.


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