Personal Financial Representative III- South Nampa

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

Job summary

Financial Educators Federal Credit Union in Idaho is seeking a PFR III to promote member financial well-being by engaging members in conversations to resolve inquiries and deepen relationships.

The role processes transactions, handles cash, and assists with memberships, accounts and lending offerings. Strong communication and MS Office skills are required; 3–5 years of related experience preferred.

Qualifications

• Three to five years of similar or related experience.
• Excellent communication and interpersonal skills.
• Experience using MS Office software.

Responsibilities

• Assist members with account inquiries and process transactions.
• Open, close, convert, and maintain member accounts; process applications for consumer lending.
• Assist with new memberships and business memberships and lending inquiries.

Skills

Communication skills

Interpersonal skills

MS Office

Education

High school diploma or GED

Tools

MS Office

Job description

This job was posted by https://idahoworks.gov : For more information,
please see: https://idahoworks.gov/jobs/2622646

• Role:** The PFR III promotes member financial well-being through

engaging members in meaningful conversations to resolve financial
inquiries, enrich the member's experience and deepen their relationship
with the Credit Union. This position processes transactions, handles
cash, account maintenance and/or troubleshooting, assists with new
memberships and various account and lending offerings, assists with
business memberships and business account maintenance, and educates
members on Credit Union products and services. Assists Branch Leadership
with monitoring daily functions to provide performance training and
supports the team through accepting complex member inquires.
**Essential Functions & Responsibilities:**

• Assists members, guest members and potential members with their

account inquiries, performs cash and non-cash transactions and
Account Maintenance While Actively Listening To And Inquiring About
needs with the objective of providing the ultimate member experience
and value-added solutions.

• Assists members and potential members with new credit union

memberships, consumer and business account and lending inquiries.
Opens, closes, converts and/or maintains member accounts, receives
and processes applications for all consumer lending offerings, and
partners across business lines, referring members as appropriate,
with the objective of enriching the member experience and deepening
their relationship with CapEd.

• Supports the team by accepting escalated member inquiries and works

directly with members to research and explore potential solutions to
provide alternatives within company policy. If needed, researches
inquiries further or transfers request to other areas of the Credit
Union to provide a solution.

• Balances cash, checks and completes daily transactions, account

maintenance, and loan applications with minimal errors.

• Provides support and guidance to staff to make appropriate decisions

and operate within parameters. Provides overrides and approvals as
needed. Assists with day-to-day operations of the branch as
assigned.

• Assists with department training for current or new employees and

for other departments by sharing knowledge and expertise of internal
procedures and, effect of regulations on processes, helping
employees be confidence in job functions, products and services.

• Maintains knowledge of all Credit Union products, services, and

promotions.

• Contributes to efficient Credit Union operations by performing other

job-related duties as assigned.

Qualifications

• Experience:**Three years to five years of similar or related

experience. Position requires excellent communication and interpersonal
skills. Must have experience using computers and MS Office software.

• Education:**A high school education or GED.