Sr. Personal Financial Representative

Sorry, this job was removed at 05:26 p.m. (CST) on Wednesday, Aug 21, 2024
Be an Early Applicant
Pasco, WA
1-3 Years Experience
Fintech
The Role

Experienced

Pasco Rd 68 - Pasco, WA

Full Time - Hourly

High School

$21.74 - $32.61 Hourly

Day

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.

About - Gesa Credit Union

The Sr. Personal Financial Services Representative (PFR) is an expert, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. The Sr. PFR is also proficient with Business, IRA, Deceased Owner, Specialty, and other sophisticated accounts. The Sr. PFR is proficient with Branch Certifications and will act on the behalf of branch leadership in their absence. The Sr. PFR uses their experience and in-depth knowledge to serve as a mentor that helps train new PFRs. Additionally, the Sr. PFR can fluidly transition between tasks assisting members and supporting the branch as a Member Service Associate (MSA), Sr. MSA, and PFR. The Sr. PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.

In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer:

  • Competitive Pay
  • Medical, Dental, Vision, and Life Insurance
  • 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays!
  • 401(k) Match
  • Incentive Program
  • Tuition Assistance and Student Loan Repayment
  • Commuter Benefits
  • Paid Time Off to Volunteer in the Community
  • Product discounts
  • Engaging Work Environment
  • Rewards and Recognition Programs

$21.74 - $32.61

Get wise to what's possible with a career at Gesa. Join us!

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at (509) 378-3100 or [email protected] to request an accommodation.

Gesa Credit Union reserves the right to revise or change the job description as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment.

Selected candidate(s) must be able to pass a pre-employment credit/background check.

Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran.

Equal Employment Opportunity (gesa.com)

The Company
HQ: Richland, WA
414 Employees
On-site Workplace
Year Founded: 1953

What We Do

Gesa Credit Union has grown to become the fourth largest credit union in Washington state, with eighteen branches in Eastern Washington. Gesa continues to add services and products that are convenient, economical and desirable for our growing communities. Increased electronic services, multilingual access, and support for convenient member services is a priority for Gesa now and in the future. Our goal is to bring quality, economical financial services to Gesa members, wherever they may live.

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