Financial Services Representative I, Ii, Senior

vor 10 Stunden

Central Coast, Österreich Global Credit Union Vollzeit

OverviewReports 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 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.QualificationsEducation: 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 in meeting 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
CompensationSalary Pay Range: Financial Services Representative I (Category 15): $38,412 - $55,312 annuallyFinancial Services Representative II (Category 14): $41,484 - $60,567 annuallySenior Financial Services Representative (Category 13): $44,803 - $66,309 annuallyStarting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable, and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
BenefitsShort-term and long-term incentivesComprehensive medical, dental, and vision insurance plan that has HSA and FSA options401(k) plan with a 5% matchEmployee Assistance Program (EAP)Life and disability coverageVoluntary cash benefits for accident, hospitalization, and critical illnessTuition ReimbursementGenerous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid HolidaysEqual Opportunity Employer
#J-18808-Ljbffr

  • Buscojobs | Senior Representative I, Field Marketing

    Vor 7 Tagen

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    G'day!We are ServiceRocket , a global tech-enabled services company headquartered in Palo Alto, California.Our purpose is to be the single most reliable partner in the acceleration of your growth.At ServiceRocket, we are committed to the development of every Rocketeer and the trust of every customer.Twenty years on and counting, we've got your back.Why is...

  • Buscojobs | Consultant And Senior Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    In your career, will you tick all the right boxes or think outside them?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?We are looking for Consultants and Senior Consultants to join our Financial Services Office (FSO) in our...

  • Buscojobs | Senior Consultant

    vor 12 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Financial Services Tax What if your career could have a lasting impact on you, and the World?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?With rapid growth over the past five years, EY Financial Services is...

  • Buscojobs | Senior Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Financial Accounting Advisory Services If we inspire you to do the work you love, will you still call it work?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?From small businesses to some of the world's...

  • Buscojobs | Senior Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Financial Services - Climate Change and Sustainability Services What if your career could have a lasting impact on you, and the World?At EY, we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.The Financial Services Climate Change &...

  • Financial Adviser

    vor 2 Monaten

    Gold Coast, Österreich Oakview Financial Vollzeit

    OakView Financial is an award winning financial advice firm located in Southport on the Gold Coast. We utilise an innovative model which focuses on trust, transparency, and tailored strategies.We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.We provide...

  • Greenstone Financial Services | Software Engineer Ii | The Hills

    vor 1 Monat

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Engineering - Software (Information & Communication Technology) Full time About UsGreenstone is a leader in the sales and distribution of insurance products under a portfolio of credible owned and white-labelled brands.Brands include Real Insurance, RSPCA Pet Insurance, Guardian, Australian Seniors Insurance Agency and Choosi.We aim to make a positive...

  • Client Services Officer

    vor 1 Monat

    Gold Coast, Österreich Centaur Financial Services Vollzeit

    Centaur Financial Services is an award-winning Gold Coast financial planning firm, proudly located in The Rocket Building in Robina, Queensland. We have a profound emphasis on client service, building lasting relationships, and delivering reliable outcomes to assist our clients with achieving their personal and financial goals.Who Are We?Centaur Financial...

  • Buscojobs | Iris Software | Senior Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Corporate Tax - Financial Services Could the skills you build here unlock doors elsewhere?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?With rapid growth over the past five years, EY Financial Services is an...

  • Buscojobs | Ey | Senior Consultant

    Vor 3 Tagen

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Financial Services Tax What if your career could have a lasting impact on you, and the World?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?With rapid growth over the past five years, EY Financial Services is...

  • Ey | Aptitude Finance Systems Consultant

    vor 16 Stunden

    Central Coast, Österreich Buscojobs Vollzeit

    Aptitude Finance Systems Consultant (Senior Consultant, Manager or Senior Manager) – Financial Services, Business Consulting If we inspire you to do the work you love, will you still call it work?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working...

  • Patient Services Associate Ii

    vor 2 Wochen

    Central Coast, Österreich Jefferson Health Vollzeit

    Patient Services Associate II - Jefferson Bala Cynwood Job Details Job Description The Patient Services Associate (PSA) II enhances the patient/customer experience by courteously and professionally processing arrival and departure activities associated with visits to the practice/department.Obtains pre-certifications and/or pre-authorizations for procedures,...

  • Patient Services Associate Ii

    vor 13 Minuten

    Central Coast, Österreich Buscojobs Vollzeit

    Patient Services Associate II - Jefferson Bala CynwoodJob Description The Patient Services Associate (PSA) II enhances the patient/customer experience by courteously and professionally processing arrival and departure activities associated with visits to the practice/department.Obtains pre-certifications and/or pre-authorizations for procedures, verifies...

  • Talent Attraction Manager

    vor 1 Monat

    Central Coast, Österreich Neilson Financial Services Limited Vollzeit

    At Neilson, we're dedicated to helping families secure financial protection for their loved ones with a range of life insurance options.Neilson is a leading provider of innovative, simple and great-value direct life insurance products.We have evolved from our origins in the UK, where the business was launched in 2012, to become an award-winning international...

  • Buscojobs | Iris Software | Senior Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Consultant - Financial Services - Climate Change and Sustainability Services What if your career could have a lasting impact on you, and the World?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.The Financial Services Climate Change &...

  • Buscojobs | Senior Manager

    vor 15 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Senior Manager - Corporate Tax – Financial Services What if your career could have a lasting impact on you, and the World?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?With rapid growth over the past five years, EY Financial...

  • F&I Specialist

    vor 46 Minuten

    Central Coast, Österreich Buscojobs Vollzeit

    Full timeAt Trivett Automotive Retail, we're dedicated to being the most customer-centric automotive retailer.We believe that delivering exceptional customer service is the key to our success.If you have a passion for sales, retail, or the automotive industry, and you're eager to develop your skills in a dynamic environment, we want you on our team!By...

  • Buscojobs | Senior Consultant Or Manager

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    What if your career could have a lasting impact on you, and the World?At EY, we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people like you to build a better working world.What's in it for you?We are looking for a Senior Consultant or Manager to join our Transaction Diligence team within the Financial...

  • Private Tax Senior

    vor 2 Monaten

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    About Our Client Our client is a reputable accountancy firm with 3 offices across the South West.Their focus is on providing high-quality tax, audit, and advisory services to a diverse range of clients, whilst prioritising their employees' work-life balance and career development with generous benefits and professional development packages.Our client works...

  • Buscojobs | Ey | Aptitude Finance Systems Consultant

    vor 16 Stunden

    Central Coast, Österreich Tideri Jobbörse Vollzeit

    Aptitude Finance Systems Consultant (Senior Consultant, Manager or Senior Manager) – Financial Services, Business Consulting If we inspire you to do the work you love, will you still call it work?At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working...