Mobile Financial Wellness Advisor

CapEd Credit Union; Meridian (ID); On-site; USD 36,000 - 48,000; Full time

Job summary

Capital Educators Federal Credit Union in Boise, ID is seeking a Roaming Personal Financial Representative to engage members in meaningful conversations, resolve financial inquiries, and deepen relationships. You will handle transactions, assist with new memberships, and educate members on Credit Union products and services.

The role emphasizes accuracy in cash handling, account maintenance, and lending inquiries, with on-site service, a focus on brand promise EP!C values, and opportunities to

Qualifications

• High school diploma or GED required.
• 1–3 years of related financial or member service experience.
• Brand Promise and EP!C values guide decision making.
• Strong communication and teamwork skills.

Responsibilities

• Assists members and guests with account inquiries and processes cash and non-cash transactions.
• Opens, closes, converts and maintains member accounts; processes consumer lending applications.
• Resolves complex inquiries and directs members to appropriate team members when needed.
• Balances cash and daily transactions with accuracy and minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.

Skills

Cash handling

Customer service

Account maintenance

Lending knowledge

Sales ability

Communication

Education

High school diploma or GED

Job description

Capital Educators Federal Credit Union in Boise, ID is seeking a Roaming Personal Financial Representative to engage members in meaningful conversations, resolve financial inquiries, and deepen relationships. You will handle transactions, assist with new memberships, and educate members on Credit Union products and services.

The role emphasizes accuracy in cash handling, account maintenance, and lending inquiries, with on-site service, a focus on brand promise EP!C values, and opportunities to