Mobile Financial Advisor for Member Wealth

CapEd Credit Union; Nampa (ID); On-site; USD 32,000 - 42,000; Full time

Job summary

CapEd Credit Union in Nampa, Idaho is seeking a Roaming PFR to promote member financial well-being through meaningful conversations and to resolve inquiries. The role handles cash, transactions, account maintenance, new memberships, and lending offerings while educating members on CapEd products.

The position requires 1–3 years of related experience and a high school diploma or GED. Excellent member service and product knowledge are essential for success.

Qualifications

• 1–3 years of similar or related experience.
• High school education or GED.
• Knowledge of member services and credit union products is a plus.

Responsibilities

• Assist members with account inquiries and transactions to provide a great member experience.
• Process cash/Check transactions and daily balancing with accuracy.
• Open, close, maintain member accounts and process lending inquiries.
• Educate members on CapEd products and services and promote the relationship.

Skills

Cash Handling

Customer Service

Account Maintenance

Lending Knowledge

Education

High School Diploma or GED

Job description

CapEd Credit Union in Nampa, Idaho is seeking a Roaming PFR to promote member financial well-being through meaningful conversations and to resolve inquiries. The role handles cash, transactions, account maintenance, new memberships, and lending offerings while educating members on CapEd products.

The position requires 1–3 years of related experience and a high school diploma or GED. Excellent member service and product knowledge are essential for success.