Member Services Financial Specialist – Loans & Accounts

Gwcu; Pleasant Grove (UT); On-site; USD 21,000 - 22,000; Full time

Benefits offered by this job

Annual bonus

Incentive schedule

Paid time-off (22 days)

Tuition reimbursement

Retirement with 401K match

Job summary

Goldenwest Credit Union is seeking a Financial Service Representative in Pleasant Grove, Utah. The role focuses on assisting members with transactions, account openings, and loan needs, while delivering exceptional service.

Responsibilities include teller duties, loan processing, and helping members by phone and in person to match credit union products with their financial goals. A high school diploma is required; retail lending experience is a plus.

Qualifications

• High school diploma required.
• Retail or consumer lending experience preferred.
• Strong communication and customer-service skills.

Responsibilities

• Assist members with currency transactions, account openings and consumer loan needs.
• Complete teller transactions accurately and efficiently.
• Process consumer loan applications and provide product recommendations.
• Assist members by phone and in person, promoting credit union products and services.

Skills

Critical thinking

Verbal and written communication

Professionalism

Member trust building

Education

High school diploma

Job description

Goldenwest Credit Union is seeking a Financial Service Representative in Pleasant Grove, Utah. The role focuses on assisting members with transactions, account openings, and loan needs, while delivering exceptional service.

Responsibilities include teller duties, loan processing, and helping members by phone and in person to match credit union products with their financial goals. A high school diploma is required; retail lending experience is a plus.