Senior Branch Services Specialist

globalcu
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FULL TIME

About this role

Overview

Reports to: Varies by location

 

Functions Supervised: None 

 

Primary Functions: Provide branch assistance to area branches. Assist in conducting training to branch employees with an emphasis placed on providing prompt, professional, helpful, knowledgeable, and courteous member service while recommending financial products and services to meet member needs. Provide support regarding new products, services, technology, and new programs and processes to encourage change. Contribute to the growth of the credit union by achieving individual, branch, and business line goals through leadership 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.
  • 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.
  • Coach, lead and motivate branch employees, and assist with training of products and services and updates on policies and procedures for area branches.
  • Build meaningful relationships by participating in branch promotions and community events.
  • Obtain state mandated insurance license to quote and bind Personal Lines insurance products.
  • Support the Member Service Center by monitoring call activities and appropriately allocating assistance as branch and MSC needs arise.
  • Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
  • Assume supervision and responsibility for area branches as assigned.
  • Perform other duties as assigned.

    • Qualifications

    Education: High school graduate or equivalent.

    Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred.Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Strong communication and personnel management skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Must be able to travel and may require use of own vehicle. Must be able to lift 25 pounds.

    Tenure: N/A

    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: 12

    $53,226 - $81,405 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

    Frequently Asked Questions

    Is the salary disclosed for the Senior Branch Services Specialist position at globalcu?
    The salary for this Senior Branch Services Specialist role at globalcu is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
    Is the Senior Branch Services Specialist role at globalcu full-time or part-time?
    This is listed as a FULL TIME position. It is posted as a Senior Branch Services Specialist role at globalcu.
    How do I apply for the Senior Branch Services Specialist position at globalcu?
    Click the "Apply Now" button on this page. You will be redirected to globalcu's official application portal hosted on icims where you can submit your application directly.
    When was the Senior Branch Services Specialist job at globalcu posted?
    This Senior Branch Services Specialist position at globalcu was posted on Jun 10, 2024. Apply as soon as possible — early applications are often reviewed first.
    Senior Branch Services Specialist
    globalcu
    Apply for this role ↗

    You'll be redirected to globalcu's official application page on icims.