Financial Service Representative

Langley Federal Credit Union is continuing its' exciting new journey in to Raleigh, and we want you to be a part of it! This spring we are thrilled to be opening our second branch in Cary NC!

Since our establishment in 1936, Langley Federal Credit Union has been dedicated to serving our members with excellence and integrity. With our headquarters nestled in Newport News, Virginia, we have grown to become the 66^th-largest Credit Union in the entire United States. We proudly extend our reach beyond state borders, touching the lives of members in Maryland, North Carolina, Northern Virginia, Richmond, and Hampton Roads.

At Langley, we offer a comprehensive suite of banking services designed to empower our members on their financial journey. From flexible savings and checking accounts to a wide range of loans, mortgages, credit cards, investment services, and insurance products, we have you covered. But we don't stop there-our commitment to convenience means our members can easily manage their finances through our user-friendly online and mobile banking platforms, allowing them to take control of their money anytime, anywhere.

What truly sets Langley apart is our unwavering dedication to our employees. We strive to create an exceptional workplace environment that fosters personal and professional growth, where each team member feels valued, supported, and inspired. When our employees thrive, so do our members. That's why we provide highly competitive benefits packages that come into effect from day one, ensuring you feel appreciated and recognized for your contributions. Our 401k program features a remarkable 100% match up to 6% with no vesting period, allowing you to plan for a secure future. Moreover, we offer generous time-off programs and ample personal and professional development opportunities, enabling you to continuously expand your horizons and reach new heights.

Langley Federal Credit Union is more than just a financial institution-it's a family. We invite you to experience the incredible sense of belonging that permeates our organization. Join us in shaping the future of Richmond's development and be a part of a team that is dedicated to making a difference in the lives of our members and the communities we serve. Discover why Langley is not just a place to work-it's the best place you'll ever work.

Job Summary:

Provides members and potential members of Langley with impeccable service throughout our branch network, in person or over the phone. Uses consultative selling to offer financial products and services that meet or exceed members' needs. Identifies opportunities to increase member engagement. Educates members on Langley products and services to improve members' lives by helping them save, borrow, and spend wisely.

Essential Functions, Duties, and Responsibilities:

• Utilizes consultative selling to offer financial products and services that meet or exceed members' needs through outbound calling, relationship building, or in-person conversations.
• Answers Contact Center calls as needed after cross-training.
• Processes new accounts, additional share types, and IRAs following policies to ensure compliance with BSA and US Patriots Act laws.
• Processes consumer loan products and services, including personal, auto, home equity line of credit, and credit cards, ensuring compliance with federal regulations and credit union policies and procedures.
• Serves as a mentor and role model for all staff including providing on-site training.
• Processes all types of transactions for members, including balance inquiries, transfers, payments, loan advances, account opening, and all other requests.
• Cross-trains to work the teller line to assist as needed, following all policies & procedures.
• Assists members with all account and loan-related service needs, including offering financial advice to improve their financial well-being.
• Assists with Online and Telephone banking, including enrollment, general education, troubleshooting, and resetting passwords or security questions.
• Records every member interaction and follow up utilizing the Customer Relationship Management (CRM) tool and Document Management System.
• Educates members on Langley products and services, making referrals to internal business partners.
• Fosters teamwork by professionally interacting with peers, supervisors, and other Langley employees.
• Serves as a front-line deterrent against fraud and theft, protecting members and the Credit Union.
• Supports the day-to-day operations and efficiencies of the branch.
• Complies with all Credit Union policies and regulatory requirements.
• The ability to work at other branch locations as needed.

Qualifications:

• An associate degree or two years of sales or service experience advising customers when choosing between options or an equivalent combination of education and experience required.
• One year of financial institution experience is preferred.

Our Keys to Success:

• Service Champion - Adopts a service orientation, building trusting relationships and delivering value for associates, members, and communities.
• Langley Ambassadors - Demonstrates a passion for Langley's vision, encouraging diversity, equity, and inclusion while considering Langley's values when making decisions and taking accountability for delivering results.
• Agile in Action - Adapts to changes in the business, demonstrating innovation to improve Langley and advance the business into the future.
• Team Driven - Collaborates across Langley, communicating with transparency and prioritizing a team-based approach that delivers optimal outcomes for associates, members, and communities.
• Continuous Learners - Maintains an understanding of Langley's business and how value is delivered to members and actively pursues opportunities to grow oneself and strengthen the organization.

Physical Requirements:

The physical demands described here must be met by an employee to successfully perform this position's essential functions, duties, and responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to sit, walk, stand, and drive. Use of hands and fingers required to operate standard office equipment such as a phone, mouse, keyboard, etc. The ability to speak and hear will be necessary for this role. Occasional lifting of up to ten pounds may be required. Specific vision requirements for the job include close vision (at 20 inches or less) and the ability to identify and distinguish colors.

Working Conditions:

The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This position requires occasional work in outdoor weather conditions at member events, though work will typically be performed in a climate-controlled, indoor environment. The noise level within the work environment can range from quiet to loud. Loud environments will generally occur when attending large member events. The ability to work a flexible schedule, including Saturdays, is required.

This job description is not designed to cover or contain a comprehensive listing of functions, duties, or responsibilities required of the employee. Functions, duties, and responsibilities may change, or new ones may be assigned at any time, with or without notice.

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