Senior Member Financial Services Specialist

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

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.