Member-Focused Financial Expert & Advisor

Utah First Credit Union; American Fork (UT); On-site; USD 57,308,000 - 63,039,000; Full time

Benefits offered by this job

Health insurance

Paid parental leave

Pregnancy-related medical leave

Paid time off

Tuition reimbursement

401(k)

Training and growth

Company events

Job summary

Utah First Credit Union in American Fork is seeking a Financial Expert for a full-time role. You’ll guide members through their financial journey, helping with accounts, loans, and explanations of options, in a member-focused environment.

The position emphasizes clear, friendly communication, cash handling, and a proactive approach to education and service, with a growth mindset and team-oriented culture.

Qualifications

• High school diploma or equivalent (18+).
• Customer service experience; a banking background is a bonus.
• Comfort handling cash and multitasking.
• A genuine interest in people and their stories.
• Growth mindset.

Responsibilities

• Help people open accounts and navigate loans and options.
• Process financial transactions, handle cash, and keep things moving.
• Spot opportunities to educate and connect members with products.
• Be the person in the room who makes finance feel less scary.
• Jump in wherever you're needed.

Skills

Customer service

Cash handling

Multitasking

Communication

Problem solving

Team player

Education

High school diploma or equivalent

Job description

Utah First Credit Union in American Fork is seeking a Financial Expert for a full-time role. You’ll guide members through their financial journey, helping with accounts, loans, and explanations of options, in a member-focused environment.

The position emphasizes clear, friendly communication, cash handling, and a proactive approach to education and service, with a growth mindset and team-oriented culture.