Part-Time Financial Services Representative at 1st United Credit Union

Livermore, California, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Sep, 26

Salary

27.0

Posted On

27 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Financial Consulting, Loan Processing, Account Maintenance, Communication Skills, Problem Solving, Analytical Skills, MS Office Suite, Cash Handling, Online Banking Support

Industry

Financial Services

Description

Let's get you a career. We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas. Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary. Primary Responsibilities: * Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited * Performs 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 * Assists with 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 * Other duties as assigned 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 * This position requires at least one year of similar customer service experience * High School diploma or equivalent 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. 1st United Credit Union is an Equal Opportunity Employer

Responsibilities

Consult with members to identify financial needs and recommend appropriate products and services. Perform advanced transactions including loan signings, retirement accounts, and membership maintenance while supporting branch goals.