Mobile Personal Financial Rep I

Financial Educators Federal Credit Union; Meridian (ID); On-site; USD 22,000 - 29,000; Full time

Job summary

CapEd is seeking a Roaming Personal Financial Representative to assist members with account inquiries, handle cash and transactions, and assist with new memberships and lending inquiries. The role focuses on delivering excellent member experiences and solving financial questions while promoting credit union products and services.

The position emphasizes active listening, accurate cash handling, and knowledgeable service to deepen member relationships across the Meridian area in Idaho.

Qualifications

• Experience handling cash and customer inquiries.
• Familiar with account maintenance processes.
• Ability to learn credit union products and services.

Responsibilities

• Assist members with account inquiries and perform cash and non-cash transactions.
• Open, close, convert, and maintain member accounts and process lending applications.
• Resolve complex inquiries and guide members to appropriate teams.
• Balance cash and daily transactions with accuracy.
• Maintain knowledge of credit union products and promotions.
• Support efficient operations with other duties as assigned.

Skills

Cash handling

Account maintenance

Customer service

Active listening

Job description

CapEd is seeking a Roaming Personal Financial Representative to assist members with account inquiries, handle cash and transactions, and assist with new memberships and lending inquiries. The role focuses on delivering excellent member experiences and solving financial questions while promoting credit union products and services.

The position emphasizes active listening, accurate cash handling, and knowledgeable service to deepen member relationships across the Meridian area in Idaho.