Member Services & Financial Solutions Advisor

1st United Credit Union; Livermore (CA); On-site; USD 33,000 - 37,000; Full time

Job summary

1st United Credit Union in Livermore, CA is seeking a Financial Services Representative to consult with members, identify needs, recommend products, and ensure transactions are completed in a timely manner. The role involves assisting with new memberships, introducing loan products, and guiding members and non-members to appropriate support channels.

The position includes performing advanced transactions, using the core system, recommending improvements, and supporting branch goals.

Qualifications

• One to three years of relevant experience.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• High School diploma or equivalent.

Responsibilities

• Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
• Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
• Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
• Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
• Other duties as assigned

Skills

Communication skills

Organizational skills

Analytical skills

Attention to detail

MS Office

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

1st United Credit Union in Livermore, CA is seeking a Financial Services Representative to consult with members, identify needs, recommend products, and ensure transactions are completed in a timely manner. The role involves assisting with new memberships, introducing loan products, and guiding members and non-members to appropriate support channels.

The position includes performing advanced transactions, using the core system, recommending improvements, and supporting branch goals.