Livermore Part-Time Financial Services Specialist

1st United Credit Union; Livermore (CA); On-site; USD 28,000 - 52,000; Part time

Job summary

1st United Credit Union in Livermore, CA is seeking a Part Time Financial Services Representative to assist members with needs, recommend products, and complete transactions at the Livermore branch.

The role requires strong communication, organizational, and problem-solving skills, with at least one year of customer service experience and a high school diploma. Saturday availability is required; hourly wages range from $20.50 to $38.00 and experience determines the grade level.

Qualifications

• One year of similar customer service experience.
• High School diploma or equivalent.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.

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

Job description

1st United Credit Union in Livermore, CA is seeking a Part Time Financial Services Representative to assist members with needs, recommend products, and complete transactions at the Livermore branch.

The role requires strong communication, organizational, and problem-solving skills, with at least one year of customer service experience and a high school diploma. Saturday availability is required; hourly wages range from $20.50 to $38.00 and experience determines the grade level.