Financial Expert: Guide Members Through Their Financial Journey

Utahfirst; American Fork (UT); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Health insurance

4 weeks Paid Parental Leave

8 weeks Paid Pregnancy-Related Medical

15 PTO days + holidays

Tuition reimbursement

401(k)

Ongoing training and growth

Company events and traditions

Job summary

Utah First Credit Union in American Fork is seeking a Financial Expert to help members navigate accounts, loans, and financial options with clarity and care.

The role is full-time (40 hours/week) on-site at the American Fork Branch. You’ll educate, process transactions, and guide members through their financial journey, turning conversations into deposits, loans, or plans.

The team prizes people-focused service, growth, and a welcoming atmosphere, with competitive pay and strong benefits.

Qualifications

• Growth mindset and willingness to learn on the job.
• Customer service experience, banking background a bonus.
• Comfort handling cash and multitasking in a busy environment.
• Genuine interest in people and their stories.
• Ability to stay calm under pressure and be trustworthy.

Responsibilities

• Help members open accounts and navigate loan options.
• Process financial transactions and keep things moving smoothly.
• Educate members and connect them with appropriate products.
• Make finance feel less scary and build trust with customers.
• Jump in wherever you're needed to support the team.

Skills

Growth mindset

Customer service

Cash handling

Multitasking

People-oriented

Team player

Education

High school diploma or equivalent

Job description

Utah First Credit Union in American Fork is seeking a Financial Expert to help members navigate accounts, loans, and financial options with clarity and care.

The role is full-time (40 hours/week) on-site at the American Fork Branch. You’ll educate, process transactions, and guide members through their financial journey, turning conversations into deposits, loans, or plans.

The team prizes people-focused service, growth, and a welcoming atmosphere, with competitive pay and strong benefits.