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Robins Financial Credit Union
Member Service Representative
Career Insights for Financial Services Representative
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Scorecard
Based on Georgia data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$67,992 / year median in Georgia
-8% projected decline
Job Description
What You'll Do:
Responsible for establishing relationships with new and existing members. Identify member specific needs and offer appropriate solutions. Ensures WOW Member Service Experience standards are met through active lobby management, checking in with waiting members, interest and willingness to help, and ensuring members current and future needs are fulfilled. Opens new consumer and business accounts, to include both deposit and loan products. Focus on retention of current loan and deposit business and developing new consumer and business relationships. Make appropriate lending decisions within designated authority. Listens and identifies member needs, then recommends and processes solutions. Takes initiative to utilize all available resources to ensure members are assisted completely. Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions. Conducts outbound calling to members in order to further develop and/or retain lending and deposit relationships. Acts as liaison between members and other departments to resolve issues, assisting with courtesy signings, and completion of required forms and documents. Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate. Maintains cash drawer and balances within guidelines established by Credit Union. Maintains member confidence and protects credit union operations by achieving and continuing to develop knowledge of all products and services offered by the credit union. Demonstrates teamwork by exhibiting the following: contributing to team effort, initiative, dependability, positive attitude, good attendance, tact, and diplomacy.What You Can Expect:
We believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.Benefits and Perks Employer-Paid Benefits:
Health Insurance (only employee premium paid)Short and Long Term Disability Life Insurance and AD&D Benefits:
Dental & Vision Insurance Health Care and Dependent Care Flex Spending Accounts 401K Plan with match (based on length of employment)Perks:
Generous paid time off- Earn over 4 weeks of PTO during your first year of employment Holidays
- 11 observed holidays in addition to paid time off Tuition reimbursement
- Up to $5000 per year Performance based Incentive program