Member-Focused Banking & Loans Specialist

Canyon View Credit Union; Bountiful (UT); On-site; USD 25,000 - 29,000; Full time

Benefits offered by this job

Health insurance with HSA

401(k) with 14.47% contribution

18 PTO days per year

12 paid holidays

Career advancement

Ongoing training

Discounts on credit card rates

Discounts on mortgage loan fees

Other employee perks

Job summary

Canyon View Credit Union in Utah is seeking a Financial Service Representative (Banker/Teller) to deliver exceptional member service, process transactions, educate on loans, and resolve issues while building lasting relationships.

You will handle deposits, withdrawals, wire transfers, cross-sell products, and contribute to member onboarding and satisfaction. The role requires a HS diploma, cash handling and sales experience, and strong communication.

Qualifications

• HS diploma or GED required.
• 6+ months experience building customer relationships and offering sales and solutions to benefit the customer.
• Cash handling and customer service experience.
• Proficient with standard office equipment and MS Word/Excel/Outlook.
• Self-driven with effective communication skills.

Responsibilities

• Build relationships with members through excellent service to meet financial needs.
• Process deposits, withdrawals, payments, wires, and other transactions accurately.
• Cross-sell products and services to meet member goals.
• Make outbound calls for onboarding and relationship building.
• Develop and maintain member relationships to elevate service levels.
• Ensure daily tasks are completed in a timely manner.
• Meet sales and service goals and participate in the Step-Up Program.
• Greet members professionally and use their name.
• Be knowledgeable of Credit Union products and services.
• Examine checks and determine hold requirements.
• Answer inquiries regarding rates, fees, and histories while complying with regulations.
• Handle currency from vault and maintain cash limits.
• Refer members to Real Estate, Commercial Loan, and Wealth Management needs.
• Follow Member Service Roadmap and conduct interviews for financial solutions.
• Collect necessary documents for loan applications.
• Follow (3-2-1) onboarding interactions.
• Process deposits/payments/withdrawals/cheques and related duties.
• Comply with regulations including BSA, OFAC, GLBA, Regulation CC/DD.
• Assist in team meetings, training, and branch operations.
• Support branch security.
• Other duties as assigned.

Skills

Cash handling

Customer service

Sales

Communication

Relationship building

Self-driven

Education

High School diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Canyon View Credit Union in Utah is seeking a Financial Service Representative (Banker/Teller) to deliver exceptional member service, process transactions, educate on loans, and resolve issues while building lasting relationships.

You will handle deposits, withdrawals, wire transfers, cross-sell products, and contribute to member onboarding and satisfaction. The role requires a HS diploma, cash handling and sales experience, and strong communication.