Senior Floating Financial Service Representative- Peninsula Territory

Full Time Sr. Financial Service Representative

Imagine being part of a company where your growth is valued and your journey is supported. Imagine yourself at Langley Federal Credit Union, where we're dedicated to shaping a meaningful path together. You belong at Langley.

Langley Federal Credit Union is one of the 100 largest credit unions in the United States with over $5B in assets and over 400,000 members. We are constantly growing and have recently expanded to neighboring states and other parts of Virginia.

Langley is committed to being the best place you will ever work, and it all begins with our comprehensive employee benefits package, which includes affordable medical, dental and vision plans in addition to:

Investing in You:

• Educational Assistance, encompassing books, lab fees, registration costs, and more.
• Support for Student Loan Repayment.
• Abundant Career Growth Opportunities.

Time Off That Matters:

• Generous Paid Vacation that starts accumulating from day one, progressively increasing with every five years of service, up to a maximum cap.
• Celebrate 13 Paid Holidays, including your birthday and the day following Thanksgiving; enjoy Floating Holidays too!
• Paid Sick Time for all team members.

Financial Security:

• Highly competitive 401K plan featuring a 6% company match, with immediate vesting with a ROTH IRA option.
• Company-covered short- and long-term disability insurance.
• Complimentary Life Insurance and the choice of additional Voluntary Life Insurance.
• Flexible Health Care and Dependent Care benefits.

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.

Essential Functions, Duties, and Responsibilities:

• Assumes operational responsibility for their assigned branch, including opening and closing procedures, when another member of leadership is not present.
• Serves as a mentor and role model for all staff, providing on-site training.
• Provides security overrides to other staff, ensuring adequate control of transactions.
• Assists other staff with escalated member situations.
• Uses 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 according to policy to ensure compliance with BSA and US 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.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Works on the teller line to assist as needed after cross-training.
• 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 using the Customer Relationship Management (CRM) and Document Management System tools.
• 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.
• Works at other branch locations as needed.

Qualifications:

• Bachelor's degree in business management, finance, or a related field or equivalent experience in a financial institution or Retail Sales industry.
• One year of financial institution experience is required, and three years are preferred.
• Must have access to consistent, reliable transportation.

Targeted Pay Rate: $19.90- 24.62 + weekly driving stipend

Our Keys to Success:

• Service Champion Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassadors Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering 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 for associates, members, and communities.
• Continuous Learners Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements:

The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.

Working Conditions:

The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.

This position requires agility and flexibility to change locations based on business needs. The role necessitates high accountability, emphasizing working independently while being flexible and responsive to evolving demands.

This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.

We look forward to receiving your application and eagerly anticipate the opportunity to learn more about your qualifications and aspirations. Your unique perspective and skills could be a valuable addition to our team. We're excited to delve deeper into your background and potential fit with our company culture. Thank you for considering joining us on this journey, and we can't wait to get to know you better!