Financial Service Associate

1 week ago

Scarborough ME United States Five County Credit Union Full time

TITLE Financial Service Associate

EOE STATEMENT

We are an equal employment opportunity employer. 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.



PAY RANGE

$18.71-$19.21 Per Hour with step progression



Five County Credit Union is looking for professional problem solvers 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.

Flexibility is important. 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.

The successful candidate will have a positive, friendly, professional attitude and appearance. People oriented, helpful and open to new ideas and change. Reliable transportation and attendance are a must. 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:

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.

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.

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.

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.

Demonstrate and maintain the ability to independently locate and utilize available resources when resolving common member issues.

Refer non-standard transactions or issues to the supervisor for assistance.

Respond to changes in organizational needs in a positive manner, while performing all other tasks as needed.

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.

Be depended upon to perform all duties as scheduled, accurately and efficiently.

Foster and maintain effective collaborative relations within the department and with other departments.

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:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand for extended periods; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must be able to speak and hear distinctly. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

The employee is required to stand, sit and walk; sometimes to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 30 pounds.

WORK ENVIRONMENT of a FINANCIAL SERVICE ASSOCIATE:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. All essential functions are performed in an office setting. Temperatures in the climate-controlled office may fluctuate. Work area is sometimes noisy due to multiple member transactions. The noise level in the work environment is usually moderate. Employee may not be able to easily leave work area unless for a scheduled break.

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. The employee must be able to deal with people effectively under adverse and/or stressful conditions, occasionally be persuasive, use judgment, and exhibit patience.



FULL-TIME/PART-TIME Full-Time

OPEN DATE 9/17/2024

TITLE Financial Service Associate

EXEMPT/NON-EXEMPT Non-Exempt

LOCATION ME, Scarborough

PI345861e38bb3-0531

  • Associate Financial Services Associate

    3 weeks ago

    Scarborough, ME, United States Five County Credit Union Full time

    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. 21 Per Hour with step progression Five County Credit Union is looking for professional problem...

  • Financial Service Associate

    1 week ago

    Scarborough, ME, United States Five County Credit Union Full time

    TITLE Financial Service AssociateEOE STATEMENT We are an equal employment opportunity employer. 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. PAY RANGE $18.71-$19.21 Per Hour with...

  • Financial Services Professional

    4 days ago

    Scarborough, Maine, United States First Command Financial Services Full time

    About First Command Financial ServicesWe are committed to helping military families achieve their financial goals through coaching and guidance. As a leader in the financial services industry, we are seeking experienced professionals who share our values and are passionate about making a difference in the lives of our clients.Job SummaryWe are seeking a...

  • Financial Service Associate

    4 weeks ago

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

    Job Title: Financial Service AssociateFive County Credit Union is seeking a highly motivated and detail-oriented Financial Service Associate to join our team. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with account openings and closings.Key...

  • Financial Service Associate

    2 weeks ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with account openings and closings. If you are a team player with excellent...

  • Financial Service Associate

    1 week ago

    Scarborough, United States Five County Credit Union Full time

    TITLE Financial Service AssociateEOE STATEMENT We are an equal employment opportunity employer. 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. PAY RANGE $18.71-$19.21 Per Hour with...

  • Financial Service Associate

    2 weeks ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a key member of our operations team, you will be responsible for providing exceptional service to our members, processing transactions, and assisting with new account openings.Key ResponsibilitiesAssist members with a...

  • Financial Service Associate

    1 week ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with new account openings. If you are a team player with excellent communication...

  • Financial Service Associate

    1 week ago

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

    Job SummaryWe are seeking a highly skilled and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with account openings and closings. If you are a team player with excellent...

  • Financial Service Associate

    1 week ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a key member of our operations team, you will be responsible for providing exceptional service to our members, processing transactions, and assisting with new account openings.Key Responsibilities• Assist members...

  • Financial Service Associate

    2 weeks ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a key member of our operations team, you will be responsible for providing exceptional service to our members, assisting with various account requests, and ensuring the efficient and accurate performance of front-line...

  • Financial Service Associate

    7 days ago

    West Scarborough, United States Five County Credit Union Full time

    TITLE Financial Service AssociateEOE STATEMENT We are an equal employment opportunity employer. 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. PAY RANGE $18.71-$19.21 Per Hour with...

  • Financial Planning Specialist

    5 days ago

    Scarborough, Maine, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in guiding families through the process of building a holistic financial plan. Key Responsibilities:• Partner with local military...

  • Associate Financial Services Associate

    1 week ago

    Auburn, ME, United States Five County Credit Union Full time

    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 professional problem solvers who enjoy working with people, are...

  • Patient Financial Services Associate II

    3 weeks ago

    Scarborough, Maine, United States MaineHealth Full time

    Job SummaryMaineHealth's Patient Financial Services team is seeking a skilled Patient Financial Services Associate II to join their team. This is a 100% remote opportunity.Job DescriptionThis role is part of a revenue cycle career path within PFS and is responsible for specific patient accounting tasks, including billing, training, and follow-up/denial...

  • Financial Services Representative

    2 weeks ago

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

    Job DescriptionFive County Credit Union is seeking a highly motivated and detail-oriented Financial Service Associate to join our team. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with new account openings.Key Responsibilities:Assist members with account requests,...

  • Financial Service Representative

    2 weeks ago

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

    Job Title: Financial Service AssociateWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with new account openings.Key Responsibilities:Assist...

  • Financial Service Representative

    2 weeks ago

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

    Job SummaryWe are seeking a highly motivated and detail-oriented Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional member service, processing transactions, and assisting with new account openings.Key ResponsibilitiesAssist members with various account...

  • Financial Service Representative

    2 weeks ago

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

    Job SummaryWe are seeking a highly motivated and customer-focused Financial Service Associate to join our team at Five County Credit Union. As a Financial Service Associate, you will be responsible for providing exceptional service to our members, assisting with various account requests, and promoting financial well-being through product and service...

  • Regional Financial Service Associate

    7 days ago

    Lewiston, ME, United States Five County Credit Union Full time

    TITLE Regional Financial Service Associate - AndroscogginEOE STATEMENT We are an equal employment opportunity employer. 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. PAY RANGE $19.21...