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Gesa Credit Union · 3 hours ago

Personal Financial Representative (Personal Banker)

Puyallup, WA

Full-time

Onsite

Entry Level

$19.50/hr - $31.76/hr

1+ years exp

Gesa Credit Union is a community-focused organization that values the power of its people. The Personal Financial Services Representative (PFR) is responsible for establishing new member relationships, assisting with consumer deposit accounts, and providing exceptional service while deepening member relationships through effective communication and problem-solving.

CreditFinancial ServicesLending

Growth Opportunities

Responsibilities

Provide exceptional member service to all whom we serve

Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership

Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures

Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate

Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships

Ensure branch equipment is always working properly and escalates non-repairable issues to leadership

Assist non-members with establishing membership

Accurately take consumer lending applications

Review credit reports for concerns and obtains approvals and submit loan documentation

Close loans and effectively communicates with members regarding the next steps

Discusses IRAs and HSAs with members and non-members and meets predetermined goals

Process international and domestic requests

Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies

Observe and monitor cash activity to ensure the branch and team members are following established cash limits

Opens consumer deposit accounts and performs consumer account maintenance

Places cash and supply orders, balances vault cash, and maintains ATMs

Review and process overrides/approvals within authority while minimizing risk

Mentor and help train new Member Service Associates (MSAs)

Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports

Fluidly transition between tasks as an MSA or Sr. MSA

Perform transactions and service requests on member accounts in an accurate and timely manner

Accurately follow all cash handling procedures and balance your cash drawer at the end of every day

Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act

Assist members with Digital Banking enrollment, navigation, resets, and maintenance

Assist members with complex and sensitive fraud disputes

Qualification

Sales experienceCustomer service experienceCash handlingNotary PublicFinancial literacyProfessional communicationEthicsInterpersonal skillsTeamworkAttention to detailIntegrity