Financial Services Representative

2 days ago


Salt Lake, Utah, United States TransWest Credit Union Full time
Job Summary

We are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional financial services to our members, building lasting relationships, and driving business growth.

Key Responsibilities
  • Process member financial transactions, including deposits, withdrawals, and loan payments.
  • Transfer funds from member accounts as directed.
  • Balance cash drawers and daily transactions.
  • Post transactions to member accounts and maintain accurate records.
  • Cross-sell credit union products and services to meet member needs.
  • Conduct loan interviews, evaluate loan applications, and determine creditworthiness.
  • Support the branch manager in maintaining and growing the branch.
  • Develop and maintain relationships with existing and potential members.
  • Refer members to relevant credit union personnel for investments and mortgages.
  • Respond to member inquiries and concerns, providing positive solutions.
Requirements
  • High School Diploma
  • Excellent member service skills
  • Mathematical skills, including ability to calculate figures and amounts
  • Knowledge of financial products and services
  • Ability to operate a personal computer and relevant software
Work Environment

TransWest Credit Union is an Equal Employment Opportunity Employer. We are committed to providing a positive and inclusive work environment that values diversity and promotes equal opportunities for all employees and applicants.



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