Credit Union:

Gesa Credit Union

Region:

Tacoma, WA

Closing:

12/31/2022

Apply

Contact: AJ Stewart
Email: aj.stewart@gesa.com
Phone: (509) 308-7402

Job Description:

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: About – Gesa Credit Union

Role Summary:

The Sr. Personal Financial Services Representative (PFR) is an expert Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other sophisticated accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members, and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. 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:

  1. Tackle problems, take ownership of member concerns, provide prompt resolutions, and follow-up
  2. Have a core understanding of financial literacy and be able to discuss it with members
  3. Demonstrate an up-to-date and extensive knowledge of all credit union products, services, policies, and procedures
  4. Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate
  5. Make outbound telephone calls to members for the purpose of establishing, growing, and cultivating member relationships
  6. Meet or exceed established service levels, job performance, and organizational goals
  7. Constantly adapt to changing priorities with a positive demeanor
  8. Ensure branch equipment is always working properly
  9. Proficient in understanding, discussing, and opening business accounts, deceased-owner accounts, and other sophisticated accounts and distributions
  10. Proficient in discussing, gathering, and working with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
  11. Proficient at understanding and completing branch audits and certifications
  12. Assist non-members with establishing membership
  13. Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans
  14. Proficient in opening, discussing, and understanding IRAs and HSAs
  15. Process international and domestic wire requests
  16. Provide Notary Public services in accordance with state regulations and credit union policies
  17. Observe and monitor cash activity to ensure the branch and Team Members are following cash limits
  18. Proficient at opening consumer deposit accounts and consumer account maintenance
  19. Able to place cash orders, supply orders, balance vault cash, and maintain ATMs
  20. Review and process overrides/approvals within your authority while minimizing risk
  21. Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports
  22. Perform transactions and service requests on member accounts in an accurate and timely manner
  23. Accurately follow all cash handling procedures and balance your cash drawer at the end of every day
  24. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act
  25. Assist members with Digital Banking enrollment, navigation, resets, and maintenance
  26. Assist members with fraud disputes

About You:

  1. Professional written and verbal communication
  2. Make sound decisions that minimizes risk in a timely manner
  3. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships
  4. Display professional communication skills to relate effectively to members, the public, colleagues, and all levels of leadership
  5. Respect and support all areas of diversity in the workplace and our membership
  6. Complete assigned training programs in timely and accurate manner
  7. Participate in and support a team environment

Role Summary:

The Sr. Personal Financial Services Representative (PFR) is an expert Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other sophisticated accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members, and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following-up, and contacting members through phone calls and other communication methods.

Qualifications

What You Will Need:

  1. High School Degree (or equivalent) required
  2. Lending and account opening experience required
  3. Sales/relationship building experience required
  4. Cash handling experience preferred
  5. At least one year of customer service experience preferred
  6. Demonstrate and support credit union values and service standards
  7. Attend and engage in community events on behalf of the credit union
  8. Maintain confidentiality, control risk, and handle operations in accordance with company policies, procedures, and regulatory requirements
  9. Demonstrate a high level of personal integrity and ethics
  10. Report for work on time and maintain a schedule of regular attendance
  11. Some travel may be required
  12. Proficient with varying levels of technology
  13. 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 hrmail@gesa.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.

https://www.gesa.com/pdfs/careers/eeo_policy_statement.pdf