Financial Services Associate — Growth, Training & Member Impact

1st United Credit Union; California; On-site; USD 31,000 - 41,000; Full time

Job summary

1st United Credit Union in the East Bay and Tri-Valley areas is seeking a Financial Services Representative to consult with members, identify needs, recommend products and services, and ensure transactions are completed promptly.

The role involves handling retirement accounts, loan signings, memberships, and online/mobile banking, with responsibilities for branch opening/closing and ongoing training. Saturdays are required, and a minimum of one year in customer service is expected.

Qualifications

• Must be available to work on Saturdays.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• This position requires at least one year of similar customer service experience.

Responsibilities

• Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking.
• Ensure branch documents are completed, imaged and audited.
• Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members.
• Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices.
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities.
• Other duties as assigned

Skills

Customer service

Communication

Organizational skills

Problem-solving

Detail oriented

Education

High School diploma or equivalent

Tools

MS Office

Job description

1st United Credit Union in the East Bay and Tri-Valley areas is seeking a Financial Services Representative to consult with members, identify needs, recommend products and services, and ensure transactions are completed promptly.

The role involves handling retirement accounts, loan signings, memberships, and online/mobile banking, with responsibilities for branch opening/closing and ongoing training. Saturdays are required, and a minimum of one year in customer service is expected.