Financial Expert

Utah First Credit Union; American Fork (UT); On-site; USD 57,308,000 - 63,039,000; Full time

Benefits offered by this job

Health insurance

Paid parental leave

Pregnancy-related medical leave

Paid time off

Tuition reimbursement

401(k)

Training and growth

Company events

Job summary

Utah First Credit Union in American Fork is seeking a Financial Expert for a full-time role. You’ll guide members through their financial journey, helping with accounts, loans, and explanations of options, in a member-focused environment.

The position emphasizes clear, friendly communication, cash handling, and a proactive approach to education and service, with a growth mindset and team-oriented culture.

Qualifications

• High school diploma or equivalent (18+).
• Customer service experience; a banking background is a bonus.
• Comfort handling cash and multitasking.
• A genuine interest in people and their stories.
• Growth mindset.

Responsibilities

• Help people open accounts and navigate loans and options.
• Process financial transactions, handle cash, and keep things moving.
• Spot opportunities to educate and connect members with products.
• Be the person in the room who makes finance feel less scary.
• Jump in wherever you're needed.

Skills

Customer service

Cash handling

Multitasking

Communication

Problem solving

Team player

Education

High school diploma or equivalent

Job description

Full-Time | Utah First Credit Union | American Fork Branch

Who You Are

As a Financial Expert, you like people (a lot). You're like the human equivalent of a deep breath. Whether you're calming a frustrated member, celebrating a first auto loan, explaining a credit score in plain terms, or asking about a pet, people leave conversations with you feeling better than before.

FINANCIAL EXPERT

You're Someone Who

• Finds purpose in improving people's financial lives
• Is slow to judge and quick to problem-solve
• Explains things simply without talking down
• Is detail-oriented, organized, and trustworthy (the trifecta)
• Brings energy to a team and makes work fun
• Stays cool as a cucumber under pressure

THE DIFFERENCE YOU'LL MAKE

Around Here, Fewer Handoffs Make For Better Experiences - Which Is Why We Don't Have Tellers And Loan Officers. We Have Financial Experts. Instead Of Bouncing Members From Desk To Desk Like a Hot Potato, You'll Build Relationships With And Guide Them Through Their Entire Financial Journey. One Conversation Can Turn Into a Deposit, a Loan, a Plan, Or All Three! As a Fulltime (40 Hours Per Week) Financial Expert, Your Day-to-day Might Involve

• Helping people open accounts, navigate loans, and understand their options
• Processing financial transactions, handling cash, and keeping things moving
• Spotting opportunities to educate and connect members with products that can make their lives easier
• Being the person in the room who makes finance feel less scary
• Jumping in wherever you're needed, because that's what experts do!

What You Bring

• A growth mindset
• High school diploma or equivalent (18+)
• Customer service experience (a banking background is a bonus)
• Comfort handling cash and multitasking
• A genuine interest in people and their stories
• Fun at parties (optional, but preferred!)

What We Bring

$20-$22/hour to start, with incentive potential. Plus:

• Health insurance
• 4 weeks of Paid Parental Leave for the birth of a child
• 8 weeks Paid Pregnancy-Related Medical Leave
• 15 PTO days + paid bank holidays
• Tuition reimbursement to help you keep growing
• 401(k)
• Ongoing training and growth opportunities
• Awesome company events and traditions

What Makes Employees Stay

• People who make it fun to come to work
• Leadership that cares about you as a person
• A focus on helping those who've been turned away by banks

a Little About Us

Utah First started in 1935, helping people who couldn't get loans anywhere else - and nearly a century later, saying yes is still our thing! We're significant in the lives of our members, employees, and their communities, and we always put people over profits.

Our team is obsessed with helping those with colorful credit histories access financial products with a figure-it-out attitude. That's where you come in!

Salary: $20.00 - $22.00 per hour