Financial Services Representative I, II, Senior

3 weeks ago


Toowoomba Regional, Australia Global Credit Union Full time

Join to apply for the Financial Services Representative I, II, Senior role at Global Credit Union

1 day ago Be among the first 25 applicants

Join to apply for the Financial Services Representative I, II, Senior role at Global Credit Union

Get AI-powered advice on this job and more exclusive features.

Overview

Reports to: Varies by location

Functions Supervised: None

Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.

Duties And Responsibilities

  • Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
  • Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
  • Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
  • Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
  • Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
  • Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
  • Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
  • Build meaningful relationships by participating in branch promotions and community events, as assigned.
  • Work effectively in a team environment across all organizational levels.
  • Perform other duties as assigned.

Qualifications

Education: High school graduate or equivalent

Creditable Experience in Lieu of Education: Not Applicable

Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds

Tenure: Not Applicable

Compensation

Salary Pay Range:
  • Financial Services Representative I (Category 15): $42,254 - $60,844 annually
  • Financial Services Representative II (Category 14): $45,633 - $66,624 annually
  • Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually

Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.

In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.

Benefits
  • Short-term and long-term incentives
  • Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
  • 401(k) plan with a 5% match
  • Employee Assistance Program (EAP)
  • Life and disability coverage
  • Voluntary cash benefits for accident, hospitalization and critical illness
  • Tuition Reimbursement
  • Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
  • Click here to view Global's comprehensive Benefits Programs .

Equal Opportunity EmployerSeniority level
  • Seniority levelEntry level
Employment type
  • Employment typeFull-time
Job function
  • Job functionFinance and Sales

Referrals increase your chances of interviewing at Global Credit Union by 2x

Get notified about new Senior Financial Services Representative jobs in North Branch, Queensland, Australia.

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

  • Toowoomba, Queensland, Australia Global Credit Union Full time

    Join to apply for the Financial Services Representative I, II, Senior role at Global Credit Union1 day ago Be among the first 25 applicantsJoin to apply for the Financial Services Representative I, II, Senior role at Global Credit UnionGet AI-powered advice on this job and more exclusive features.OverviewReports to: Varies by locationFunctions Supervised:...


  • Toowoomba, Queensland, Australia beBeeAccountant Full time $60,000 - $80,000

    Job Title: Accountant (CA/CPA Qualifications)We are seeking an experienced and motivated individual to fill the role of Accountant (CA/CPA Qualifications) within our dynamic team. As a key member, you will be responsible for delivering high-quality accounting services to clients.Key Responsibilities:Prepare accurate and timely financial statements and tax...


  • Toowoomba, Queensland, Australia Despina Group Pty Ltd Full time $60,000 - $80,000 per year

    Part-Time Contract role with the view to renew and opportunity to progress to permanent for the right candidate.We are seeking a professional Senior Customer Service Representative to support the owner of an outlet under license of one of Australia's biggest retailers. This role is located in Pittsworth - approx 40km southwest from ToowoombaYou'll be part of...


  • Toowoomba, Queensland, Australia beBeeCustomer Full time $60,000 - $85,000

    We are seeking a skilled and compassionate individual to join our team as a Senior Customer Service Representative.**About the Role:**This is a permanent, full-time opportunity where you will be the initial point of contact for residents, contractors, and visitors to our service. You will provide exceptional customer service, answer and direct telephone...


  • Toowoomba Regional, Australia beBeeFinancial Full time $42,254 - $73,491

    Financial Services Representative Role OverviewThis is a dynamic role that requires exceptional interpersonal skills to deliver outstanding member experiences.Main Responsibilities:Engage with existing and prospective members through consultative service approaches, ensuring consistent delivery of the organization's values and culture.Provide prompt,...


  • Toowoomba, Queensland, Australia Coregas Full time

    **Flexible work culture**:- **Supportive management and development opportunities**:- **Wesfarmers shares & other great benefits****Who we are?**Coregas' vision is Changing Gases, Changing Lives. At Coregas, we help our customers achieve amazing things by delivering products, expertise and personal service second to none.We have an exciting opportunity for a...


  • Toowoomba, Queensland, Australia beBeeAudit Full time $60,000 - $90,000

    Job Title: Senior Financial AuditorThis senior financial auditor position presents an exceptional opportunity to advance your career in a dynamic and supportive environment.As a seasoned financial professional, you will be responsible for planning, performing and finalizing audit engagements across a diverse portfolio of clients. Your expertise will be...


  • Toowoomba, Australia Insurance Australia Group LTD Full time

    Customer Service Representative Make a difference as a **Customer Service Representative** Join WFI, part of IAG, the largest insurance group in Australia and New Zealand. We're here for you. Are you ready? **YOUR ROLE** We have an opportunity for multiple Customer Service Representatives to join our community-minded WFI family on 12 - month contract...


  • Toowoomba, Queensland, Australia Insurance Australia Group Ltd Full time

    Customer Service RepresentativeMake a difference as a **Customer Service Representative**Join WFI, part of IAG, the largest insurance group in Australia and New Zealand. We're here for you. Are you ready?**YOUR ROLE**We have an opportunity for multiple Customer Service Representatives to join our community-minded WFI family on 12 - month contract fulltime...


  • Toowoomba, Australia Coregas Full time

    **Who we are** Coregas' vision is Changing Gases, Changing Lives. At Coregas, we help our customers achieve amazing things by delivering products, expertise and personal service second to none. We have an exciting opportunity for a **Customer Sales Representative **to join our team! Reporting to the Branch Manager, you will be responsible for growing sales...