Personal Financial Representative (Personal Banker)

GESA CREDIT UNION • Bremerton, WA • 5h ago

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 collectiv.e 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{rel="nofollow"}

Role Summary:

The Personal Financial Services Representative (PFR) is an entry level position, which 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 to all whom we serve.

Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership.

Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive 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 calls to members for the purpose of establishing, growing, and nurturing member relationships.

Ensure branch equipment is always working properly and escalates non-repairable issues to leadership.

Assist non-members with establishing membership.

Accurately take consumer lending applications.

Review credit reports for concerns and obtains approvals and submit loan documentation.

Close loans and effectively communicates with members regarding the next steps.

Discusses IRAs and HSAs with members and non-members and meets predetermined goals.

Process international and domestic requests.

Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies.

Observe and monitor cash activity to ensure the branch and team members are following established cash limits.

Opens consumer de

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