Member Services & Financial Solutions Advisor

Altaone-Federal-Credit-Union; Kernville (CA); On-site; USD 36,000 - 52,000; Full time

Job summary

Altaone Federal Credit Union in Kernville, CA seeks a Member Service Associate to assist members with opening accounts, processing IRA certificates, CDs, loans, and wires. The role emphasizes delivering high-quality customer service and educating members on available financial products.

Requirements include 6 months to 2 years of relevant experience, a high school diploma or GED, and strong interpersonal skills. The position may involve occasional notary duties and back-up teller support.

Qualifications

• High school diploma or GED required.
• 6 months to 2 years of related experience.
• Ability to perform basic financial calculations with accuracy.
• Excellent courtesy, tact, and diplomacy.

Responsibilities

• Open various new accounts and educate members on services/products.
• Explain and expedite opening/closing/rollover of IRA certificates.
• Assist with a wide variety of customer services including wires, notary, and loans.
• Provide back-up support to tellers and assist with CD accounts.

Skills

Customer service

Cash handling

Financial transactions

Account opening

Notary

Computer literacy

Education

High school diploma or GED

Tools

Calculator

Computer

Job description

Altaone Federal Credit Union in Kernville, CA seeks a Member Service Associate to assist members with opening accounts, processing IRA certificates, CDs, loans, and wires. The role emphasizes delivering high-quality customer service and educating members on available financial products.

Requirements include 6 months to 2 years of relevant experience, a high school diploma or GED, and strong interpersonal skills. The position may involve occasional notary duties and back-up teller support.