Roaming PFR I- Thunderbolt Branch

Financial Educators Federal Credit Union; Meridian (ID); On-site; USD 22,000 - 29,000; Full time

Job summary

CapEd is seeking a Roaming Personal Financial Representative to assist members with account inquiries, handle cash and transactions, and assist with new memberships and lending inquiries. The role focuses on delivering excellent member experiences and solving financial questions while promoting credit union products and services.

The position emphasizes active listening, accurate cash handling, and knowledgeable service to deepen member relationships across the Meridian area in Idaho.

Qualifications

• Experience handling cash and customer inquiries.
• Familiar with account maintenance processes.
• Ability to learn credit union products and services.

Responsibilities

• Assist members with account inquiries and perform cash and non-cash transactions.
• Open, close, convert, and maintain member accounts and process lending applications.
• Resolve complex inquiries and guide members to appropriate teams.
• Balance cash and daily transactions with accuracy.
• Maintain knowledge of credit union products and promotions.
• Support efficient operations with other duties as assigned.

Skills

Cash handling

Account maintenance

Customer service

Active listening

Job description

This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2591626

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.

Pay:

The pay for this position is $18.67 an hour.

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 members needs with the objective of providing the ultimate member experience and value-added solutions.
• Resolves member inquires 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 conducts daily transactions with minimal errors.
• Maintains knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.