Financial Services Representative

4 weeks ago


Saint George, Utah, United States EastRise Credit Union Full time
Job Summary

We are seeking a highly skilled Financial Services Representative to join our EastRise Credit Union team. As a key member of our branch team, you will provide exceptional service to our members, helping them achieve their financial goals and needs.

Key Responsibilities
  • Provide personalized service to members, assisting with account openings, debit card issuance, and wire transfers.
  • Check-in members as a branch concierge, providing navigational assistance for online banking and mobile app.
  • Assist with seminar registration, account security updates, and business account maintenance.
  • Process loan applications, including VISA, personal, auto, and home equity lending.
  • Work with members to uncover their financial needs and goals through effective discovery conversations.
Requirements
  • 1-3 years of similar experience required.
  • Previous customer service experience and cash handling experience.
  • Previous experience with Microsoft Office required.
Benefits
  • Competitive hourly wage.
  • Health, vision, and dental insurance.
  • 401K employer match.
  • Paid time off and sick/personal time.
  • 11 paid holidays.
  • Short and long-term disability coverage.
  • Tuition prepayment or student debt relief.
  • Continuing education opportunities.
  • Wellness/fitness reimbursement.


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