Senior Personal Financial Representative

4 hours ago


Pasco, Washington, United States Gesa Credit Union Full time
About the Role

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.
Requirements
  • 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.
What We Offer
  • 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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