Financial Services Representative II

Financial Services Representative II, Global Credit Union • Hesperia, CA, United States Job Title Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross‑sales activities. Duties and Responsibilities Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in‑person conversations, relationship calling, and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve members' financial well‑being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications High school graduate or equivalent. Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human‑relation skills. Ability to effectively ask open‑ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds. Compensation Salary Pay Range: 13 – $49,284 - $73,391 annually Salary Pay Range: 14 – $45,633 - $66,624 annually Salary Pay Range: 15 – $42,254 - $60,844 annually Benefits Short‑term and long‑term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Equal Opportunity Employer Click here to view Global's comprehensive Benefits Programs #J-18808-Ljbffr Global Credit Union