Part-Time Financial Services Representative - Alameda Branch

1st United Credit Union; California; On-site; USD 31,000 - 41,000; Full time

Job summary

1st United Credit Union in the East Bay and Tri-Valley areas is seeking a Financial Services Representative to consult with members, identify needs, recommend products and services, and ensure transactions are completed promptly.

The role involves handling retirement accounts, loan signings, memberships, and online/mobile banking, with responsibilities for branch opening/closing and ongoing training. Saturdays are required, and a minimum of one year in customer service is expected.

Qualifications

• Must be available to work on Saturdays.
• Excellent written and oral communication skills.
• Strong organizational, problem-solving, and analytical skills.
• Detail oriented.
• Basic knowledge of MS Office Suite.
• This position requires at least one year of similar customer service experience.

Responsibilities

• Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking.
• Ensure branch documents are completed, imaged and audited.
• Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members.
• Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices.
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities.
• Other duties as assigned

Skills

Customer service

Communication

Organizational skills

Problem-solving

Detail oriented

Education

High School diploma or equivalent

Tools

MS Office

Job description

Let's get you a career.

We believe in our employees, and we want them to believe in us. That is why we provide job training, skill development, and the opportunity to grow with us!

At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.

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, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.

Primary Responsibilities:

• Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
• Performs 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.
• Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
• Assists 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
• Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
• Other duties as assigned

Prerequisites:

• Must be available to work on Saturdays
• Excellent written and oral communication skills
• Strong organizational, problem-solving, and analytical skills
• Detail oriented
• Basic knowledge of MS Office Suite
• This position requires at least one year of similar customer service experience
• High School diploma or equivalent

Hourly Wage will range from $22.75/hour to $30.00/hour. Wages posted are for grades 6F through 8F and will depend on experience.

1st United Credit Union is an Equal Opportunity Employer