Part-Time Financial Services Representative

1st United Credit Union; Livermore (CA); On-site; USD 30,307 - 37,195; Full time

Job summary

1st United Credit Union in Livermore, California is seeking a Financial Services Representative to consult with members, recommend products, and ensure timely completion of transactions. You'll conduct advanced transactions, open new memberships, and support branch operations.

The ideal candidate will have strong communication skills, customer service experience, and a high school diploma. Hourly wages range from $22.00 to $27.00 based on experience and qualifications.

Qualifications

• Must be available to work Saturdays.
• At least one year of similar customer service experience.
• Detail oriented.

Responsibilities

• Consult with members to identify needs and recommend products.
• Perform advanced transactions and ensure branch documents are completed.
• Support branch goals by identifying and recommending products to members.

Skills

Written and oral communication skills

Organizational skills

Problem-solving skills

Analytical skills

Education

High school diploma or equivalent

Tools

MS Office Suite

Job description

Reporting to the Retail Branch Manager, the Financial Services Representative’s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions, and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introduce loan products, and transition a member or non‑member to the appropriate employee as necessary.

Primary Responsibilities

• Perform advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking, and mobile banking. Ensure branch documents are completed, imaged, and audited.
• Conduct 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.
• Support branch goals by identifying and recommending products and services to members, opening new memberships accurately, and offering basic loan products during new membership enrollment and during daily interactions with members.
• Assist 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.
• Complete all required training and compliance courses. Support and participate in volunteerism and credit union activities.
• Other duties as assigned.

Prerequisites

• Must be available to work Saturdays.
• Excellent written and oral communication skills.
• Strong organizational, problem‑solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• At least one year of similar customer service experience.
• High school diploma or equivalent.

Hourly Wage will range from $22.00/hour to $27.00/hour. Wages posted are for grades 6F and 7F and will depend on experience.

1st United Credit Union is an Equal Opportunity Employer.