Member Finance Advisor III - Solutions & Service Leader

CapEd Credit Union; Nampa (ID); On-site; USD 38,000 - 62,000; Full time

Job summary

CapEd Federal Credit Union in Nampa, ID, is seeking a PFR III to promote member financial well-being by engaging members in conversations to resolve inquiries, handle transactions, and educate on products and services.

You will process cash, maintain accounts, assist with memberships and lending offerings, support branch leadership, and help with training while maintaining product knowledge and delivering the ultimate member experience.

Qualifications

• Three to five years of similar or related experience.
• Excellent communication and interpersonal skills.
• Must have experience using computers and MS Office software.

Responsibilities

• Assists members, guest members and potential members with account inquiries and transactions to provide the best member experience.
• Assists with new memberships, consumer and business accounts and lending inquiries, and promotes CapEd products and services.
• Supports branch leadership by handling escalated inquiries and researching solutions within policy.
• Balances cash and completes daily transactions with accuracy and minimal errors.
• Maintains knowledge of CapEd products, services, and promotions and assists with training when needed.

Skills

Excellent communication

Interpersonal skills

Customer service orientation

Listening skills

Education

High School Diploma or GED

Tools

MS Office

Job description

CapEd Federal Credit Union in Nampa, ID, is seeking a PFR III to promote member financial well-being by engaging members in conversations to resolve inquiries, handle transactions, and educate on products and services.

You will process cash, maintain accounts, assist with memberships and lending offerings, support branch leadership, and help with training while maintaining product knowledge and delivering the ultimate member experience.