Roaming Personal Financial Representative - YMCA - Boise

Paycom - ATS; Meridian (ID); On-site; USD 36,000 - 48,000; Full time

Job summary

Capital Educators Federal Credit Union in Boise, ID is seeking a Roaming Personal Financial Representative to engage members in meaningful conversations, resolve financial inquiries, and deepen relationships. You will handle transactions, assist with new memberships, and educate members on Credit Union products and services.

The role emphasizes accuracy in cash handling, account maintenance, and lending inquiries, with on-site service, a focus on brand promise EP!C values, and opportunities to

Qualifications

• High school diploma or GED required.
• 1–3 years of related financial or member service experience.
• Brand Promise and EP!C values guide decision making.
• Strong communication and teamwork skills.

Responsibilities

• Assists members and guests with account inquiries and processes cash and non-cash transactions.
• Opens, closes, converts and maintains member accounts; processes consumer lending applications.
• Resolves complex inquiries and directs members to appropriate team members when needed.
• Balances cash and daily transactions with accuracy and minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.

Skills

Cash handling

Customer service

Account maintenance

Lending knowledge

Sales ability

Communication

Education

High school diploma or GED

Job description

* This position will be located at our new YMCA-Boise Branch in 2027 *How to apply: Complete an Online Application at our website www.capedcu.com for the specific job opportunity that interests you. Resumes are not accepted in lieu of an application.Role: The Roaming PFR 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, and educates members on Credit Union products and services.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 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.Resolves complex member inquiries with a focus on our Brand Promise while utilizing and adhering to company policies. Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed.Balances cash, checks and completes daily transactions, account maintenance, and loan applications with minimal errors.Maintains expert knowledge of all credit union products, services, and promotions.Contributes to efficient Credit Union operations by performing other job-related duties as assigned.Knowledge and Skills:Experience: One year to three years of similar or related experience.Education: A high school education or GED.Critical Job Competencies:Brand Promise and Values: To make a difference - every member experience matters. Employees of CapEd carry out our promise and values of EP!C by being Empowered - We are knowledgeable and trusted to make decisions. Professional - We are respectful in creating outstanding experiences. Innovative - We seek new ideas for positive change. Collaborative - We connect with each other to implement solutions.Contributing to Team Success: Actively participating as a member of a team to move the team toward the completion of goals.Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.Member Focus: Making members and their needs a primary focus on ones actions; developing and sustaining productive customer relationships.Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical and professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise.Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects or clients.Very Important Job Competencies:Adaptability: Maintaining effectiveness when experiencing major changes in work tasks or the work environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.Continuous Learning: Actively identifying new areas of learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application.Decision Making: Identifying and understanding issues, problems, and opportunities; comparing data from different sources to draw conclusions; using effective approaches for choosing a course of action or developing appropriated solutions; taking action that is consistent with available facts, constraints, and probable consequences.Stress Tolerance: Maintaining stable performance under pressure or opposition (such as time pressure or job ambiguity); handling stress in a manner that is acceptable to others and to the organization.Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and/or remain in a stationary position; use hands to finger, handle, operate, input or feel; reach with hands and arms in any direction; talk, communicate, converse, exchange information and hear; balance, kneel, walk and stand, occasionally moving and traversing; and will frequently use a computer and/or phone. There may be repetitive motions, making substantial movements of the wrists, hands, and/or fingers. The employee needs the ability to wear personal protective gear correctly. This is considered sedentary work: exerting up to 10 to 25 pounds of force occasionally and/or a negligible amount of force frequently or consistently to lift, carry, push, pull or otherwise move objects, including the human body. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.Work Environment:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The worker is subject to inside environmental conditions: protection from weather conditions but not necessarily from temperature changes and/or seasonal brightness through windows. This position may involve periodic stressful conditions. The Credit Unions business days are Monday through Saturday between the hours of 8:00 a.m. to 6:30 p.m.; however, this position may occasionally require an adjusted work schedule, overtime, and to include evening/weekend hours. The noise level in the work environment is usually moderate.Disclaimer:NOTICE: This job description does not create a contract of employment and at all times your employment, if any, remains at will. This job description also in no way limits the duties to be performed by the employee, which may be assigned or modified from time to time by Capital Educators Federal Credit Union. Please know that Capital Educators Federal Credit Union is an Equal Employment Opportunity Employer and all decisions regarding employment including hiring and promotion are based on the individual meeting the essential functions of the job, with or without reasonable accommodation, and without a direct safety threat or undue hardship. We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.