Adzuna logo

Financial Services Representative I, II, Senior

Salary: $43,789 per year - estimated ?
Location: Douglas, AK
Company: Alaska USA Federal Credit Union
Direct Employers
Apply for this job
Reports to: Varies by location
Functions Supervised: None
Primary Functions: 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 member's 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.
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: 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
Tenure: Not Applicable
Equal Opportunity Employer
ID: 2022-5237
External Company Name: Alaska USA Federal Credit Union
External Company URL:
Street: Vintage Park Branch
Minimum Salary Grade: Category 15: depending on experience
Work Hours (Please use following format: Monday - Friday: 8:00 am - 5:30 pm) (Text Only): Monday - Friday: 9:30 am - 6:30 pm
Regular Schedule is five 8 hour days: Yes
Additional Schedule Differential: Yes-Plus 6% of base
FLSA Status: Non-Exempt
Apply for this job

Salary comparison:

This job  
Customer Services Jobs


The number of jobs in each salary range for all:

Similar jobs

Financial Services Representative I, II, Senior ESTIMATED: $50,208 per year ?
Alaska USA Federal Credit Union
Juneau, AK, 99811
Financial Services Representative I ESTIMATED: $50,253 per year ?
Alaska USA Federal Credit Union
Juneau, AK, 99801
Financial Services Representative I ESTIMATED: $41,122 per year ?
AlaskaUSA Mortgage Company
Juneau, AK, 99801
Financial Services Representative I ESTIMATED: $43,662 per year ?
Alaska USA Federal Credit Union
Juneau, AK, 99811