Member Experience & Financial Solutions Associate

Family Trust FCU; Rock Hill (SC); On-site; USD 17,000 - 23,000; Full time

Job summary

Family Trust FCU is seeking a Universal Associate to serve as the primary point of contact for members, delivering exceptional service and building financial relationships.

The role combines teller operations, member service, and sales to provide comprehensive financial solutions through meaningful member interactions. You will accurately process transactions, educate on products, and support branch goals.

Qualifications

• High school education or GED.
• Minimum of one year of customer service and cash handling experience.
• Strong verbal and written communication skills.
• Ability to foster relationships and influence others.
• Proficiency with computer systems and Microsoft Office applications.

Responsibilities

• Process deposits, withdrawals, loan payments, transfers, cash advances, and other financial transactions.
• Balance cash drawer daily and maintain established cash limits.
• Verify member identity and adhere to security procedures and regulatory requirements.
• Process official checks, money orders, wire requests, and other account-related services.
• Promote and cross-sell deposit accounts, loans, credit cards, and digital banking services.
• Generate referrals to mortgage, investment, business services, and lending specialists.
• Meet or exceed individual and branch sales, service, and referral goals.
• Assist members with account maintenance, debit cards, online banking enrollment, and account documentation.

Skills

Customer service

Cash handling

Sales / relationship-building

Verbal communication

Written communication

Multitasking

MS Office

Education

High School Diploma or GED

Job description

Family Trust FCU is seeking a Universal Associate to serve as the primary point of contact for members, delivering exceptional service and building financial relationships.

The role combines teller operations, member service, and sales to provide comprehensive financial solutions through meaningful member interactions. You will accurately process transactions, educate on products, and support branch goals.