Sr. Personal Financial Representative; Sr. Personal Banker

Overview

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.

Get to know us: About – Gesa Credit Union

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 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.

Please note:

Initial training for this position will be held at an alternate company location. Candidates must be able to attend onsite training at 5101 NE 82nd Ave, Suite 200 Vancouver, WA 98662 for the duration of the training period, which is expected to last 4-6 weeks.

• Provide exceptional member service to all whom we serve.
• Solve problems, take ownership of member concerns, provide prompt resolutions, and follow up as appropriate. Handle more complex and sensitive member concerns.
• Have a core understanding of financial literacy and products and services; demonstrate up-to-date 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 to establish, grow, and nurture member relationships.
• Ensure branch equipment is always working properly and escalate non-repairable issues to leadership.
• Open business accounts, deceased-owner accounts, and other complex accounts and distributions.
• Discuss, gather, and work with the member and appropriate departments to open and maintain specialty accounts (e.g., Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney).
• Mentor and help train new PFRs and MSAs.
• Proficient in branch audits and certifications.
• Act 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.
• Discuss IRAs and HSAs with members and non-members and meet predetermined goals.
• Process international and domestic wire requests.
• Act as a Notary Public and perform notarial services in accordance with state regulations and credit union policies.
• Observe and monitor cash activity to ensure the branch and team members follow established cash limits.
• Open consumer deposit accounts and perform 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…