Experience Inc. Jobs

Personal Financial Representative

Are you a driven eager individual looking to grow professionally and gain valuable experience in the financial industry? If so, we are seeking enthusiastic entry-level sales representatives to join our expanding team. Financial industry experience is not required. Instead, we're looking for highly motivated individuals with excellent customer and sales experience who are interested in a credit union career.

Why Gesa? We offer on-the-job training, monthly performance-based incentives, and opportunity to advance your career in a growing credit union. We are proud to serve the Greater Spokane area and operate 37 locations throughout Washington.

Position Highlights:

• Full- Time Schedule: 35-40 Hours per week
• Work Hours: Monday- Friday, 8:00am- 6:30pm, with rotating Saturdays (8:00am - 1:00pm.) *
• Work Arrangement: On-site
• 10 Paid Holidays

• *Eligible for Monthly, Quarterly, and Yearly Incentives **

   

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{target="_blank" rel="noopener"}

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.