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FSA (Financial Service Advisor)

GLCU is on the hunt for a Financial Service Advisor!
Department Hours/Days: Monday, Tuesday, Thursday, and Friday 8:45am-5:15pm and Saturday 8:45am-1:15pm
Meets and exceeds members' expectations by providing excellent service. Acts as the members' most valued financial partner, taking every opportunity to understand and assess their financial needs and goals. Advises members of appropriate products and services which will help them achieve their goals. Performs all duties with accuracy and in compliance with federal and state laws, rules and regulations, and complies with GLCU's policies and procedures. Demonstrates cooperation and maintains positive working relationships with other GLCU departments and staff. Actively participates in training opportunities to enhance performance in meeting members' needs.
Primary Duties:
Open accounts, review credit reports and cross sell financial products and services to meet the members' needs.
Provide advice, counseling and solutions to member inquiries or problems.
Provides high quality member service, with an emphasis on accuracy and efficiency.
Meet or exceed established sales and service goals.
Perform back up teller responsibilities.
Knowledge, Skills and Abilities:
A minumun of one (1) year of customer service as a teller, member service rep, or personal banker in a credit union or retail bank industry.
Demonstrated sales or cross-selling work experience.
Work experience using Microsoft Word, Excel, and ability to navigate and complete data entry in member database.
High school diploma or equivalent required
Ability to read and interpret information from credit reports, and legal documents.
Ability to perform work with attention to detail and a high level of accuracy.
Ability to use sales and service skills in conducting teller transactions and making referrals to members and potential members.
Knowledge of the fundamentals of the finance in the services industry and credit union operations a plus.
Ability to understand and analyze member needs and concerns, and to effectively provide solutions to resolve those concerns or needs.
Interpersonal and communication skills needed to build rapport and convey warmth, appreciation, and professionalism, and ability to approach new people to promote GLCU's products and services.



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