Part-Time Financial Services Representative

Primary Responsibilities

• Consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
• Assist potential and current members in opening new memberships, introducing loan products and transitioning a member/non-member to the appropriate employee as necessary.
• Perform advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking.
• Ensure branch documents are completed, imaged and audited.
• Perform transactions using our core system as requested by members.
• Provide recommendations or feedback to management for process improvement.
• Utilize credit union resources to assist with member inquiries or perform credit union processes.
• Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members.
• Aids in branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed.
• Completes all required training and compliance courses.
• Supports and participates in Volunteerism and Credit Union activities.

Prerequisites

• Must be available to work Saturdays.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• At least one year of similar customer service experience.
• High School diploma or equivalent.

Pay

Hourly Wage will range from $22.00/hour to $27.00/hour. Wages posted are for grades 6F and 7F and will depend on experience.

Benefits

This position is eligible for benefits offered by 1st United Credit Union.

Qualifications

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Skills

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Benefits

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Schedule

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