Financial Service Representative

Full Time Financial Service Representative Job Summary

Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members’ needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members’ lives by helping them save, borrow, and spend wisely.

• Utilizes consultative selling to offer financial products and services that meet or exceed members’ needs through outbound calling, relationship building, or in‑person conversations.
• Answers Contact Center calls as needed after cross‑training.
• Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and U.S. Patriot Act laws.
• Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
• Serves as a mentor and role model for all staff, including providing on‑site training.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Cross‑trains to work the teller line to assist as needed, following all policies & procedures.
• Assists members with all account and loan‑related service needs, including offering financial advice to improve their financial well‑being.
• Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow‑up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
• Educates members on Langley products and services, making referrals to internal business partners.
• Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serves as a front‑line deterrent against fraud and theft, protecting members and the Credit Union.
• Supports the day‑to‑day operations and efficiencies of the branch.
• Complies with all Credit Union policies and regulatory requirements.
• Possesses the ability to work at other branch locations as needed.

• An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience.
• One year of financial institution experience is preferred.

• Educational Assistance, including books, lab fees, registration costs, and more.
• Student Loan Repayment support.
• Career Growth Opportunities.
• Paid Vacation starting day one, increasing every five years up to a cap.
• 13 Paid Holidays, including birthday and day after Thanksgiving, and floating holidays.
• Paid Sick Time for all team members.
• 401(k) plan with 6% company match, immediate vesting, and Roth IRA option.
• Short‑ and long‑term disability insurance.
• Life Insurance and voluntary life insurance options.
• Flexible Health Care and Dependent Care benefits.

$18.70 - $23.09 based on qualifications and experience.

• 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 in decisions and taking accountability for 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.
• Continuous Learner: Maintains an understanding of Langley’s business and how value is delivered to members, actively pursuing opportunities to grow and strengthen the organization.

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.