
Financial Services Representative
Engage with existing and prospective members to create a positive member experience through prompt, professional, helpful, knowledgeable and courteous member service. Be knowledgeable of credit union products and services, answer inquiries and provide accurate information to members on all types of accounts, and other credit union services. Cross sell credit union products and services by understanding the unique financial goals of each member and tailoring solutions to meet each specific need. Confidently build meaningful relationships in-branch, as well as in the community by executing a variety of member engagement strategies through relationship calling, in-person conversations and referrals to other business lines. Perform financial transactions such as deposits, withdrawals, payments and/or other account transactions in an accurate and efficient manner. Open all types of new accounts while assisting the member to effectively use account.
Passion for helping people and the drive to build relationships that assist members meet financial goals
2 years of related experience
Develop strong working relationships with coworkers and business line partners through collaboration
Time Management
MS Excel
MS Word
Record Keeping Skills
Customer Service / Sales skills
Process Improvement
Verbal communication
written communication
Attention to detail
Self-Driven
According to JobzMall, the average salary range for a Financial Services Representative in 12022 Dunia Rd, Victorville, CA 92392, USA is $19,051 - $37,624. Factors such as education, experience, and type of employer can affect the salary range.
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Alaska USA Federal Credit Union is a credit union headquartered in Anchorage, Alaska, chartered and regulated under the authority of the National Credit Union Administration. In 2023, Alaska USA Federal Credit Union changed its name to Global Credit Union to better reflect its worldwide service to its loyal members. The credit union is NOW Global Credit Union.

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