Financial Services Representative Job Rosedale area,Maryland USA,Finance & Banking

Position: Financial Services Representative I
First Financial Federal Credit Union

Job Description

Job Title: Financial Services Representative (FSR) I, II, III

Department: Member Experience – Branch Network

Reports To: Branch Manager

Salary Grade(s): 5, 6, 7

EEO-1 Job Class: 5 - Administrative Support Workers

FLSA Status: Non-exempt

☒ Full-time

☒ Part-time

☒ Temporary

Location: Golden Ring Branch

☐
** This is an in branch role not eligible for telework

Function:

Responsible for providing an exceptional member-centric experience by handling every potential, new, and existing member with patience, empathy, and enthusiasm. Provide members with a one stop experience to fulfill all their financial needs from service to sales, including account opening, maintenance, and transaction processing, while focusing on consultative conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a member’s service experience and achieve their financial goals.

Position Requirements:

GENERAL:

Professional with a positive mindset with ability to develop a rapport and deepen relationships with our members, adhering to confidentiality expectations.

Detail and service oriented with effective listening and communication skills.

Ability to work independently and collaboratively.

Ability to navigate new and existing credit union systems, key to daily functions of the position.

Promotion to FSR II is based on a successful completion of training schedule and demonstrated ability.

FSR II and above will complete certification to perform Notary Services.

Promotion from FSR II to III is based on demonstrated ability, manager recommendation, and/or training level.

Each level of FSR is competent in duties and responsibilities of any preceding levels.

Ability to read, write, and speak Spanish proficiently is a plus.

EXPERIENCE:

One (1) or more years of customer service or sales experience preferred. Cash handling experience a plus.

Industry experience may allow hiring at advanced level.

Demonstrated work-related experience may be considered instead of education requirements.

EDUCATION:

High School Diploma or GED equivalent required.

Ability to obtain and maintain job-related certification if no job-related advanced degree.

Meet or exceed continuing professional education (CPE) requirements.

Duties:

Member Experience

Provide members with a one stop personalized and frictionless experience to fulfill all their financial needs across different channels.

Apply training and utilize available resources to understand the features and benefits of our services and products to effectively relay them to members.

Demonstrate initiative and seek opportunities to advance level of responsibility by building knowledge and expertise to advance in assisting members with complex requests.

Ability to engage in consultative conversations with members, asking open-ended questions to uncover needs/ life events. Educate and appropriately recommend products and services along with their features and benefits to deepen relationships and become a trusted advisor.

Financial Services

Develop expertise to identify and assist members with fraud, account takeover, or identity theft in making necessary changes to protect their account(s); escalate cases as appropriate.

Open accounts, perform member maintenance requests, process teller transactions accurately, assist with operational activities and responsibilities as needed.

Use the CRM (Customer Relationship Management) system and other resources as a tool to foster relationship building conversations with members and ensure a consistent approach to new member onboarding and expanding existing relationships.

Identify consumer lending opportunities and partner with centralized lending group to ensure successful member…