Branch Counselor/Senior Branch Counselor

Job Description

Job Description

Job Summary 

At Farmers Insurance Federal Credit Union (FIGFCU), we are committed to delivering exceptional service and empowering our members to achieve their financial goals. As a Senior Branch Counselor, you will serve as a highly skilled resource within the branch, handling complex member needs, supporting business growth through advanced sales expertise, and mentoring less experienced team members. In this role, you will consistently demonstrate leadership through your consultative approach, deep product knowledge, and proactive relationship development. You will help drive branch performance by identifying opportunities for new business, supporting training initiatives, and acting as a role model for outstanding service and sales performance.

Responsibilities

Sales & Relationship Development

• Consistently achieve and exceed elevated individual sales goals, supporting the branch in meeting overall production targets.

• Identify high-potential sales and cross-sell opportunities through advanced needs assessment and relationship-building.

• Deliver in-depth, consultative presentations to members and prospective members, including Select Employer Groups (SEGs), to drive adoption of Credit Union products and services.

• Serve as a subject matter expert on all Credit Union products, services, and promotions, providing guidance to team members as needed. 

Member Service & Transactions

• Resolve complex member issues independently, using advanced knowledge of Credit Union policies and procedures.

• Assist members with a full range of transactions and provide expert guidance through the lending process, including documentation and loan structuring.

• Provide coaching and support to newer team members on exceptional service delivery. 

Branch Operations & Team Support

• Accurately process and balance cash drawers, vaults, and ATMs, and ensure strict adherence to operational and security protocols.

• Support the Branch Manager in training, onboarding, and mentoring junior staff.

• Take initiative in recommending process improvements and sharing best practices with the team. 

Community Engagement

• Represent the branch at community events and employer group functions, promoting business development and brand awareness. 

Qualifications 

• High school diploma or equivalent required; college coursework in business, finance, or related field preferred. 

• Minimum two years of experience in customer service, retail sales, or financial services, with a strong record of sales and referral success. 

• Experience in in-person sales, business development, or consultative selling in a financial institution. 

• Demonstrated ability to coach or mentor others. 

• Exceptional communication, relationship-building, and problem-solving skills. 

• Proficiency with standard office and point-of-sale technologies. 

• Passion for member service, sales achievement, and Credit Union growth. 

Location: Round Rock, TX