Financial Service Representative

Langley Federal Credit Union – Full Time Financial Service Representative (On-site, Coliseum Branch, Hampton, VA)

Job Summary: The Financial Service Representative provides members and potential members of Langley with in‑person, impeccable service throughout our branch network. The Representative utilizes consultative selling to offer financial products and services that meet or exceed members’ needs, identifies opportunities to increase member engagement, and educates members on Langley products and services to improve members’ lives by helping them save, borrow, and spend wisely.

Essential Functions, Duties, and Responsibilities:

• Utilize consultative selling to offer financial products and services that meet or exceed members’ needs.
• Process consumer loan products and services ensuring compliance with Federal Regulations and Credit Union policies and procedures to include personal, auto, home equity line of credit, and credit cards.
• Process all types of transactions for members including balance inquiries, transfers, payments, loan advances, account opening and all other requests.
• Provide assistance to members with all account and loan related service needs including offering financial advice that will improve their financial well‑being.
• Assist with Online and Telephone banking, including enrollment, general education, troubleshooting and resetting passwords or security questions.
• Record every member interaction and follow up utilizing Customer Relationship Management (CRM) tool and Document Management System.
• Educate members on Langley products and services, making referrals to internal business partners.
• Foster teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serve as front line deterrent against fraud and theft, protecting members and the Credit Union.
• Support the day to day operations and efficiencies of the branch.

Qualifications:

• Associate’s degree; or equivalent combination of education and/or service or sales experience.

Our Keys to Success:

• Service Champion – Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassador – Demonstrates a passion for Langley’s vision, encouraging diversity, equity and inclusion while considering Langley’s values when making decisions and taking accountability for delivering results.
• Agile in Action – Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven – Collaborates across Langley, communicating with transparency and prioritizing a team‑based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learner – Maintains an understanding of Langley’s business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is frequently required to sit, use hands to handle or feel, reach with arms, and talk or hear.

The employee is occasionally required to walk, stand, taste or smell, and stoop, kneel, crouch, or crawl. Occasional lifting up to 10 pounds is required. Specific vision requirements for the job include close vision (at 20 inches or less), distance vision (20 feet or more), and color vision.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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