Financial Service Associate
1 month ago
We 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 play a critical role in providing exceptional service to our members, ensuring the accuracy and efficiency of our financial transactions, and contributing to the growth and success of our organization.
Key Responsibilities- Assist members with a variety of account requests, resolutions, and inquiries, including adding or removing owners, account changes, and service set ups.
- Assume responsibility for the efficient and accurate performance of front-line operations and account functions, including transaction processing and new account services.
- 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, and onboard new members with a suite of products.
- Process account applications in accordance with credit union policies, including performing all required and regulatory verifications.
- Open and explain features of tax-advantaged accounts, such as IRAs and HSAs.
- 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.
- Refer non-standard transactions or issues to the supervisor for assistance.
- High school diploma or equivalent required; associate's or bachelor's degree preferred.
- Excellent communication and interpersonal skills, with the ability to work effectively with members and colleagues.
- Basic math and computer skills, with the ability to learn and adapt to new systems and technologies.
- Reliable transportation and attendance are a must.
As a Financial Service Associate at Five County Credit Union, you will enjoy a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We are committed to the health and well-being of our staff and members, and offer a positive and supportive work environment.
Apply today to join our team and take the first step towards a rewarding and challenging career in financial services
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