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Associate Financial Services Associate
2 months ago
TITLE Financial Service Associate
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Five County Credit Union is looking for friendly candidates who enjoy working with people, are eager to learn, and are excited for personal skill development and career growth.
No experience needed. Paid training.
Candidate will be responsible for providing a variety of services related to help meet our members’ financial needs with a focus on transactions, new accounts, and introductory loan processing. This includes answering member questions regarding products and services while seeking opportunities to upsell and assist members with their financial concerns. Incumbent is responsible for helping meet credit union growth objectives, building relationships with our members, and evaluating new account requests.
While successful candidates should demonstrate professionalism, attention to detail, and dependability, we will train you when it comes to the daily skills needed, including maintaining records, ensuring confidentiality and compliance with applicable policies and regulations, and referring helpful products and services to our membership, along with performing other duties as needed.
The company's hours of operation are Monday through Friday 8:30am to 7:00pm and Saturday 9:00am to 3:00pm. We are closed on Sundays in all locations . This is a full-time position with benefits. We are open most holidays and for those holidays that you work you would receive double time. We are closed as a company on Memorial Day, Independence Day, Thanksgiving Day, and Christmas Day therefore you will never be asked to work those four holidays. Saturdays are scheduled on a rotation.
Basic math and computer skills are necessary.
Five County Credit Union is an equal opportunity employer, and we are committed to the health and well-being of our staff and members.
POSITION REQUIREMENTS ESSENTIAL FUNCTIONS of a FINANCIAL SERVICE ASSOCIATE:
# Assume responsibility for the efficient and accurate performance of front-line operation and account functions including transaction processing and new account services to members.
# Actively identify and successfully cross sell products and services that contribute to the financial well-being of members.
# Demonstrate the ability to successfully perform all functions and responsibilities expected of a Service Associate 2.
# Accurately prepare and open new consumer accounts, identify and collect required documents needed for each account type opening, and onboard the new member with a suite of products.
# Process account applications in accordance with credit union policies including performing all required and regulatory verifications.
# Assist members with a variety of account requests, resolutions, and inquiries including, but not limited to, adding or removing owners, account changes, and service set ups.
# Able to open and close sub accounts, including certificates, money markets, clubs and SHIP accounts, and explain the account features and benefits to members.
# Open and explain features of tax advantaged accounts such as IRAs and HSAs.
# Demonstrate the knowledge and ability to perform introductory loan functions such as keying loan applications and discuss general rate and term information with members.
# Assist with balancing, posting, troubleshooting, and auditing of ATMs, ITMs, and cash recyclers.
# Maintain knowledge of the payroll process for direct deposit and payroll deductions.
# PERFORMANCE EXPECTATIONS of a FINANCIAL SERVICE ASSOCIATE:
# Ensure confidentiality and preservation of member records, transactions, and company assets.
# Ensure all activity complies with applicable policies and regulations.
# Represent the credit union in a positive and professional manner to the members, other credit unions, industry affiliates, the community, and all media channels including social media.
PHYSICAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT of a FINANCIAL SERVICE ASSOCIATE:
All essential functions are performed in an office setting. Temperatures in the climate-controlled office may fluctuate. MENTAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:
The mental demands for this position include: the need to be alert to member needs, to be resourceful in solving member problems, and to be precise when updating member accounts. FULL-TIME/PART-TIME Full-Time
TITLE Financial Service Associate
