Financial Service Associate

2 weeks ago


Portland, Maine, United States Five County Credit Union Full time

TITLE Financial Service Associate

Five County Credit Union is seeking enthusiastic candidates to join as Financial Service Associates. We provide a dynamic work environment focused on career development and personal growth. This is an on-site position with paid training. Join us in helping our members meet their financial needs and enhance their financial well-being by offering a range of services:

  • Conducting transactions, opening new accounts, and processing introductory loans.
  • Engaging with members to answer inquiries, upsell products, and address financial concerns.
  • Supporting credit union growth goals and fostering member relationships.
  • Adhering to policies and regulations, maintaining records, and ensuring confidentiality.

Our ideal candidate exhibits professionalism, attention to detail, and dependability. While prior experience is a plus, we provide training on essential daily skills. The position requires flexibility, as our operating hours vary. Full-time employees enjoy benefits, holiday bonuses, and a supportive work environment. As a Financial Service Associate, you will be the face of our organization, representing our values of excellent service and member satisfaction.



POSITION REQUIREMENTS

ESSENTIAL FUNCTIONS of a FINANCIAL SERVICE ASSOCIATE:

  • Efficiently perform front-line operations and account functions.
  • Identify opportunities to cross-sell products for members' financial well-being.
  • Open new accounts, onboard new members, and process account applications.
  • Assist with balancing, troubleshooting, and auditing of ATMs and cash recyclers.
  • Ensure compliance with policies and regulations and maintain member confidentiality.

PERFORMANCE EXPECTATIONS of a FINANCIAL SERVICE ASSOCIATE:

  • Maintain confidentiality of member information and company assets.
  • Comply with policies and regulations in all activities.
  • Collaborate effectively with colleagues and represent the credit union professionally.

PHYSICAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:

The role requires standing, sitting, walking, and occasional lifting up to 30 pounds.

WORK ENVIRONMENT of a FINANCIAL SERVICE ASSOCIATE:

The work setting is in an office environment, occasionally noisy due to member transactions.

MENTAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE:

Employee must be attentive to member needs, resourceful in problem-solving, and exhibit patience and precision.



FULL-TIME/PART-TIME Full-Time

OPEN DATE Not Specified

EXEMPT/NON-EXEMPT Non-Exempt

LOCATION ME, Portland


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