JOB DETAILS

Financial Services Representative I, II, Senior

CompanyGlobal Credit Union
LocationNot specified
Work ModeOn Site
PostedJune 3, 2026
About The Company
Global Credit Union—formerly Alaska USA—is a community of people who help members build better financial futures. Unlike traditional banks, we put people over profits to provide tangible member benefits such as reduced loan rates, lower fees, and higher dividends. At Global Credit Union, there's Strength in Members. Insured by NCUA Ready to become part of something special? If you’re interested in working at Global Credit Union, we’re interested in hearing from you. Visit our website for more information. Link below. We look forward to seeing your application!
About the Role

Overview

$1,500 Signing Bonus* 

 

*Eligible new hire's first day of employment must be on or between May 18, 2026 - July 24, 2026. Other terms and conditions apply.

 

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: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.

    Compensation

    Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range.

    Salary Pay Range: 13

    $49,284 - $73,391 annually

    Salary Pay Range: 14

    $45,633 - $66,624 annually

    Salary Pay Range: 15

    $42,254 - $60,844 annually

    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 Employer

    Key Skills
    Consultative SellingMember Relationship ManagementFinancial Product KnowledgeCustomer ServiceProblem SolvingCommunication SkillsCross SellingFinancial Well-being PlanningCollaborationTransaction Processing
    Categories
    Finance & AccountingCustomer Service & SupportSales
    Benefits
    Short-term and long-term incentivesMedical insuranceDental insuranceVision insuranceHsaFsa401(k) plan with 5% matchEmployee Assistance Program (EAP)Life insuranceDisability coverageVoluntary cash benefitsTuition ReimbursementPaid Time OffPaid Sick LeavePaid Holidays
    Job Information
    📋Core Responsibilities
    Deliver personalized financial services and member experiences through a consultative approach both in-person and over the phone. Drive credit union growth by identifying member needs and recommending appropriate financial products and services.
    📋Job Type
    full time
    💰Salary Range
    $42,254 - $73,391
    📊Experience Level
    0-2
    💼Company Size
    469
    📊Visa Sponsorship
    No
    💼Language
    English
    🏢Working Hours
    40 hours
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