Financial Services Representative I, II, Senior
Company: Alaska USA Federal Credit Union
Location: Eagle River
Posted on: January 15, 2022
Reports to: Varies by locationFunctions Supervised: NonePrimary
Functions: Provide prompt, professional, helpful, knowledgeable and
courteous member service while recommending financial products and
services to meet member needs. Actively engage members at every
opportunity to deepen relationships by asking open-ended questions.
Contribute to the growth of the credit union by meeting individual,
branch and business line goals through cross sales activities.
Accurately perform teller, lending and member service
transactions.Duties and Responsibilities:
- Engage with existing and prospective members to create a
positive member experience through prompt, professional, helpful,
knowledgeable and courteous member service.
- 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.
- Cross sell credit union products and services by understanding
the unique financial goals of each member and tailoring solutions
to meet each specific need.
- 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.
- Perform financial transactions such as deposits, withdrawals,
payments and/or other account transactions in an accurate and
- Open all types of new accounts while assisting the member to
effectively use account.
- Conduct loan interviews, complete applications, facilitate loan
closings and loan declinations consistent with credit union
policies, the Equal Credit Opportunity Act and The Fair Credit
- Receive and process member service requests. Identify, research
and correct member account discrepancies.
- 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.
- Perform other duties as assigned.Education: High school
graduate or equivalentCreditable Experience in Lieu of Education:
Not ApplicableExperience/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 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: Financial Services Representative II, Category 14,
requires six months tenure in the Financial Services Representative
I, Category 15 position, and completion of curriculum with
performance that meets or exceeds expectations as stated on
Performance Evaluation Plan. Directly related work experience
and/or accelerated training completion may be substituted for
Keywords: Alaska USA Federal Credit Union, Anchorage , Financial Services Representative I, II, Senior, Sales , Eagle River, Alaska
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