Healthcare Financial Consultant
1 week ago
Are you looking for a chance to create a significant impact while advancing your career? At Cardinal Credit Union, we pride ourselves on being recognized as one of the 200 Healthiest Credit Unions in the nation.
Our organization has been honored as a Top Workplace for three consecutive years by The Cleveland Plain Dealer and is celebrated as one of the Best Workplaces in Ohio.
At Cardinal, we foster a vibrant culture that promotes teamwork, integrity, mutual respect, and accountability—our core values. We aim to cultivate an inclusive, collaborative, and engaging environment where our team members are encouraged to excel.
We are committed to nurturing a culture that supports creativity and innovation, offering numerous opportunities for personal and professional growth.
Our comprehensive management training program is a key element of our strategic growth initiative. It empowers team members to discover unique solutions to financial challenges, enhances collaboration, and encourages innovative thinking.
This innovative approach ultimately enriches the lives of families in our communities, serving as a catalyst for economic growth in Ohio.
As a member of our team, you will assist clients with their financial transactions, which include processing cash and other negotiable instruments. Your role will also involve increasing membership acquisition and enhancing awareness of our Credit Union's products and services.
Key Responsibilities:
- Travel to local branches as needed to provide coverage for team members during their absences.
- Process member financial transactions, including deposits, withdrawals, and loan payments.
- Balance cash drawers and settle daily activities.
- Welcome members and provide them with routine information regarding Credit Union products and services, directing them to the appropriate departments for specific inquiries.
- Identify and promote cross-selling opportunities during in-person transactions, as well as through telephone and outbound calls.
Benefits:
- Comprehensive medical, prescription, dental, and vision coverage.
- Life and long-term disability insurance, fully funded by the employer.
- Generous paid time off and holiday benefits.
- Tuition reimbursement to support your career development.
- Extensive internal training on various banking topics, member service, professionalism, and industry best practices.
Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer dedicated to fostering a diverse workforce and maintaining an inclusive culture.
Experience Required:
A minimum of six months of customer service and cash handling experience is essential. Bilingual proficiency in Spanish is preferred.
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