Personal Financial Representative
Gesa Credit Union
Walla Walla, Wa
Take a leap and join our team!
At Gesa, we believe in the power of our people. Coming from all walks of life, our team members’ individual stories and unique experiences are our most valuable asset. But it’s how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together.
Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority.
Get to know us: www.gesa.com/aboutus
The Personal Financial Services Representative (PFR) assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following-up, and contacting members through phone calls and other communication methods.
What You Will Be Doing:
- Provide exceptional member service
- Tackle problems, take ownership of member concerns, provide prompt resolutions, and follow-up
- Have a core understanding of financial literacy and be able to discuss it with members
- Demonstrate an up-to-date and extensive knowledge of all credit union products, services, policies, and procedures
- Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate
- Make outbound telephone calls to members for the purpose of establishing, growing, and cultivating member relationships
- Meet or exceed established service levels, job performance, and organizational goals
- Assist non-members with establishing membership
- Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
- Proficient in opening, discussing, and understanding IRAs and HSAs
- Process international and domestic wire requests
- Provide Notary Public services in accordance with state regulations and credit union policies
- Observe and supervise cash activity to ensure the branch and Team Members are following cash limits
- Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
- Review and process overrides/approvals within your authority while minimizing risk
- Mentor and help train new Member Service Associates (MSAs)
- Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
- Accurately follow all cash handling procedures and balance your cash drawer at the end of every day
- Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
- Assist members with Digital Banking enrollment, navigation, resets, and maintenance
- Assist members with fraud disputes
- Professional written and verbal communication
- Make sound decisions that minimizes risk in a timely manner
- Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
- Display professional communication skills to relate effectively to members, the public, colleagues, and all levels of leadership
- Respect and support all areas of diversity in the workplace and our membership
- Complete assigned training programs in timely and accurate manner
- Participate in and support a team environment
What You Will Need:
- High School Degree (or equivalent) required
- Sales/relationship building experience required
- Cash handling experience preferred
- At least one year of customer service experience preferred
- Demonstrate and support credit union values and service standards
- Attend and engage in community events on behalf of the credit union
- Maintain confidentiality, control risk, and handle operations in accordance with company policies, procedures, and regulatory requirements
- Demonstrate a high level of personal integrity and ethics
- Report for work on time and maintain a schedule of regular attendance
- Some travel may be required
- Proficient with varying levels of technology
- Notary Public
Our Team Member Value Proposition:
In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:
- Competitive Pay
- Medical, Dental, Vision, and Life Insurance
- Paid Time Off – Plus 10 Paid Holidays!
- 401(k) Match
- Incentive Program
- Tuition Assistance and Student Loan Repayment
- Commuter Benefits
- Paid Time Off to Volunteer in the Community
- Product discounts
- Engaging Work Environment
- Rewards and Recognition Programs
Get wise to what’s possible with a career at Gesa. Join us!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or email@example.com to request an accommodation.
Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.
Selected candidate(s) must be able to pass a pre-employment drug screen which includes screening for all drugs considered illegal or controlled by the State of Washington, as well as, a credit/background check and a skills assessment.
Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.