Senior Personal Financial Representative
4 hours ago
We are seeking a highly skilled and experienced Senior Personal Financial Representative to join our team at Gesa Credit Union. As a key member of our team, you will be responsible for providing exceptional member service, solving complex problems, and deepening member relationships.
Key Responsibilities- Provide expert-level member service, including opening consumer deposit accounts, processing loans, and performing account maintenance.
- Solve complex member problems, take ownership of concerns, and provide prompt resolutions.
- Have a comprehensive understanding of financial literacy, products, and services, and be able to converse with members effectively.
- Offer appropriate products and services to deepen member relationships and refer to other expert team members as needed.
- Make outbound calls to members to establish, grow, and nurture member relationships.
- Ensure branch equipment is always working properly and escalate non-repairable issues to leadership.
- Understand, discuss, and open complex accounts, including business accounts, deceased-owner accounts, and specialty accounts.
- Mentor and train new team members.
- Act as a delegate in the absence of leadership and fluidly transition between tasks as needed.
- High school degree or equivalent required.
- Lending and account opening experience required.
- Sales/relationship building experience required.
- Notary Public certification required.
- Cash handling experience preferred.
- At least one year of customer service experience preferred.
- Competitive pay.
- Medical, dental, vision, and life insurance.
- 20 days/year accrual of paid time off, plus 10 paid holidays.
- 401(k) match.
- Incentive program.
- Tuition assistance and student loan repayment.
- Commuter benefits.
- Paid time off to volunteer in the community.
- Product discounts.
- Engaging work environment.
- Rewards and recognition programs.
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