Roaming Personal Financial Advisor

Financial Educators Federal Credit Union; Meridian (ID); On-site; USD 42,000 - 54,000; Full time

Job summary

Financial Educators Federal Credit Union in Meridian, ID seeks a role to promote member financial well-being through engaging conversations, resolving inquiries, and providing value-added solutions. This position processes transactions, handles cash, and supports account maintenance and lending offerings.

The ideal candidate will guide members with a friendly, knowledgeable approach, balancing accuracy with exceptional service to deepen member relationships and promote the Credit Union's

Qualifications

• Assist members with account inquiries and perform cash and non-cash transactions.
• Open, close, convert, and maintain member accounts; process applications for consumer lending.
• Balance cash, checks, and complete daily transactions with minimal errors.
• Maintain expert knowledge of all credit union products and promotions.

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 account and consumer lending inquiries. Opens, closes, converts and/or maintains member accounts, receives and processes applications for all consumer lending offerings with the objective of enriching the member experience and deepening their relationship with CapEd.

Skills

Cash handling

Customer service

Active listening

Account maintenance

Job description

Financial Educators Federal Credit Union in Meridian, ID seeks a role to promote member financial well-being through engaging conversations, resolving inquiries, and providing value-added solutions. This position processes transactions, handles cash, and supports account maintenance and lending offerings.

The ideal candidate will guide members with a friendly, knowledgeable approach, balancing accuracy with exceptional service to deepen member relationships and promote the Credit Union's