Utility Floater

Coastal Community FCU; Town of Texas (WI); On-site; USD 30,000 - 45,000; Full time

Job summary

A credit union in Wisconsin is seeking a Utility Floater to provide support across multiple branches, process transactions, and resolve member complaints. The ideal candidate will have a high school diploma, 1-3 years of experience in financial operations, and excellent communication skills. This role offers flexible hours and requires travel to different branches.

Qualifications

• 1-3 years of experience in financial operations or a similar role.
• Ability to follow policies, procedures, and federal regulations.
• Proficient with proactively sourcing and building relationships.

Responsibilities

• Provide support across multiple branches.
• Process transactions and interact with members.
• Investigate and resolve complaints.

Skills

Excellent verbal and written communication skills

High level of accuracy and attention to detail

Strong analytical and critical thinking abilities

Customer service orientation

Education

High school diploma or equivalent

Tools

Financial software

Microsoft Office Suite

Job description

A Utility Floater provides support across multiple branches, assisting with various needs. Utility Floater is responsible for processing transactions, interacting with a diverse group of people via person and by phone, investigating and resolving complaints, providing information about the products and services the credit union offers, and cross selling such products and services. Opening and closing of member accounts in addition to processing change of addresses, processing debit cards, opening CD, and IRA accounts. This role requires strong member service skills, adaptability and a thorough understanding of credit union operations.

Requirements

Qualifications

Required:

• High school diploma or equivalent.
• 1-3 years of experience in financial operations or a similar role.
• Excellent verbal and written communication skills, interpersonal skills and active listening skills.
• Provide high-quality customer service to members.
• Ability to follow policies, procedures, and federal regulations
• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
• Well-organized, independent and able to prioritize in a fast-paced environment
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues
• Excellent analytical and problem-solving skills
• Proficiency in financial software and Microsoft Office Suite.
• Ability to work independently and as part of a team.

Skills and Competencies:

• High level of accuracy and attention to detail
• Well organized
• Ability to manage multiple tasks and meet deadlines
• Strong analytical and critical thinking abilities
• Office Setting with standard working hours
• Ability to work flexible hours
• No Saturday Hours
• Must have reliable transportation and be willing to travel to different branches