Sr. Personal Financial Representative; Sr. Personal Banker

Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.

Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.

The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex accounts.

The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr.

MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

• Provide exceptional member service to all whom we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follow up as appropriate. Handles more complex and sensitive member concerns.
• Have a core understanding of financial literacy and products, and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures.
• Offer appropriate products and/or services to deepen member relationships and refer to other expert team members as appropriate.
• Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships.
• Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.
• Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions.
• Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
• Mentor and help train new PFRs and MSAs.
• Proficient at understanding and completing branch audits and certifications.
• Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader.
• Fluidly transition between tasks as an MSA, Sr. MSA, or PFR.
• Assist non-members with establishing membership.
• Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans.
• Discusses IRAs and HSAs with members and non-members and meets predetermined goals.
• Process international and domestic wire requests.
• Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.
• Observe and monitor cash activity to ensure the branch and Team Members are following established cash limits.
• Open consumer deposit accounts and consumer account maintenance.
• Place cash orders, supply orders, balance vault cash, and maintain ATMs.
• Review and process overrides/approvals within authority while minimizing risk.
• Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports.
• Perform transactions and service requests on member accounts in an accurate and timely manner.
• Accurate…