Sr. Personal Financial Representative (Sr. Personal Banker)

GESA CREDIT UNION • Edgewood, WA • 3d 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 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{rel="noreferrer noopener"}

Role Summary:

The Sr. Personal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other complex 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:

Provide exceptional member service to all whom we serve.

Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Handles more complex and sensitive member concerns.

Have a core understanding of financial literacy and, 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 expert 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.

Understands, discusses, and opens business accounts, deceased-owner accounts, and other complex accounts and distributions.

Discusses, gathers, and works 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.

Mentor and help train new PFRs and MSAs.

Proficient at understanding and completing branch audits and certifications.

Acts as a delegate in the absence of the Assistant Branch Manager/Team Leader, Branch Manager/Team Leader, or Branch Service Manager/Team Leader.

Fluidly transition between tasks as an MSA, Sr. MSA, or PFR.

Assist non-members with establishing membership.

Accurately take consumer lending applications, review credit reports, submit loan documentation, and close loans.

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

Process international and domestic wire requests.

Acts as a

Similar Jobs

Client Relationship Consultant 2 (Banker) - Puyallup, WA

U.S. Bank • Puyallup, WA • 11h ago

Finance, Accounting & Banking

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak...

11h ago

Go to Apply

Business Banker

First Citizens Bank • Kent, WA • 11h ago

Finance, Accounting & Banking

Overview Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tra...

11h ago

Go to Apply

Sr. Accountant

Robert Half • Tacoma, WA • 23h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Senior Accountant to join our team in Tacoma, Washington. This is a long-term contract position where you will play a key role in managing audits, tax reviews, and financi...

23h ago

Go to Apply

Finance Manager

Robert Half • Kent, WA • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced Finance Manager to assist with critical year-end projects on a contractual basis for a client in the public sector. Strong GASB knowledge is a must. This role involves managi...

1d ago

Go to Apply

Accountant

Advantage Technical Services, Inc • Tacoma, WA • 1d ago

Finance, Accounting & Banking

Accountant Organized. Reliable. Detail-Driven. If you're someone who finds satisfaction in keeping things accurate, organized, and running smoothly behind the scenes, this role may be a great fit for you. We're seeking a...

1d ago

Go to Apply

Digital Banking Specialist

Heritage Bank • Tacoma, WA • 1d ago

Finance, Accounting & Banking

Heritage Bank Currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The digital banking specialist position is re...

1d ago

Go to Apply

Digital Banking Specialist

Heritage Bank • Tacoma, WA • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Bank Teller

Heritage Bank • Puyallup, WA • 1d ago

Finance, Accounting & Banking

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Canyon Rd Branch is seeking a bank teller to help c...

1d ago

Go to Apply

Business Banking Relationship Manager

Washington Federal • Mercer Island, WA • 1d ago

Finance, Accounting & Banking

Business Banking Relationship Manager Location : Location US-WA-Mercer Island Location/Org Data : Name Mercer Island Location : Address 7633 SE 27th St Location : City Mercer Island Location : State/Province WA ID 2026-4...

1d ago

Go to Apply

Relationship Banker

Bank of America • Issaquah, WA • 1d ago

Finance, Accounting & Banking

Relationship Banker Issaquah, Washington To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowle...

1d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.