Full-Time Financial Services Representative - Livermore

1st United Credit Union; Livermore (CA); On-site; USD 33,000 - 37,000; Full time

Job summary

1st United Credit Union in Livermore, CA is seeking a Financial Services Representative to consult with members, identify needs, recommend products, and ensure transactions are completed in a timely manner. The role involves assisting with new memberships, introducing loan products, and guiding members and non-members to appropriate support channels.

The position includes performing advanced transactions, using the core system, recommending improvements, and supporting branch goals.

Qualifications

• One to three years of relevant experience.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• High School diploma or equivalent.

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
• Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
• 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. May also assist from time to time at other branch locations or departments as needed
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
• Other duties as assigned

Skills

Communication skills

Organizational skills

Analytical skills

Attention to detail

MS Office

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

Let's get you a career.

We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member for further support.

Primary 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
• Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
• 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. May also assist from time to time at other branch locations or departments as needed
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
• Other duties as assigned

Prerequisites:

• One to three years of relevant experience
• Excellent written and oral communication skills
• Strong organizational, problem-solving, and analytical skills
• Detail oriented
• Basic knowledge of MS Office Suite
• High School diploma or equivalent

Hourly Wage will range from $24.00/hour to $27.00/hour. Wages posted are for grade 7 and will depend on experience.

1st United Credit Union is an Equal Opportunity Employer