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Meritrust Credit Union · 1 day ago

Financial Services Representative II

Centennial, CO

Full-time

Onsite

Mid Level

$18/hr - $23/hr

Meritrust Credit Union is committed to representing diverse communities and fostering a culture of belonging. The Financial Services Representative II will build member relationships, provide exceptional service, and assist members in achieving their financial goals while ensuring compliance with regulations.

Banking

Responsibilities

Build member relationships that deliver value and demonstrate that we care by fostering a positive environment and giving exceptional member service

Presenting oneself in a professional manner in all interactions and communications while displaying the highest level of quality, honesty, integrity, and confidentiality

Maintain member and Credit Union privacy, security, and confidentiality

Responsible and compliant with Regulations, Policies and Procedures

Responsible for outside Business Development, outbound call efforts and participate in PMCU Community Outreach programs

Greet and welcome every member, acknowledge by their name if known

Accountable for day-to-day interactions between members, co-workers, managers, and volunteers

Assist members in achieving financial goals and objectives by offering PMCU products and services

Work with team members, management, departments, and business partners to promote a service culture which provides prompt, accurate and effective member service

Provide additional support and/or overflow assistance to the Contact Center as requested

Exercise appropriate judgment when seeking guidance, support, and/or direction

Knowledgeable of our online and mobile banking to assist members as needed

Perform opening and closing procedures

Assure that proper cash handling procedures and dual controls are being followed according to policy and guidelines

Process a variety of transactions and member service items while providing members with a positive experience each and every time

Responsible and knowledgeable of vault teller duties and functions to include but not limited to balancing vault, cash buys/sells, preparing tickets to Fed, cash orders, CDM and Cash Recycler operation, daily cash levels and balancing

Teller line support will be necessary

Responsible for the completion of month end tasks and branch audits in accordance with procedure

Open new membership types to include but not limited to consumer, minor, business, special entity, CUTMA trust, estate, memorial, probate, and representative payee, IRA/HSA

Responsible for loan generation and goal and referral requirements set forth by the Credit Union through in branch member traffic and business development opportunities

Responsible for ensuring all PMCU quality control standards are consistently achieved

Assist members with basic lending needs by accepting all non-real estate loan applications and collecting required documentation to present a concise summary to underwriting

Perform loan closings and system related maintenance on non-real estate loans as needed

Responsible for account maintenance on newly opened and close accounts

Responsible for additional member service items such as fraud affidavits, ACH etc

Perform all duties and works independently with minimal supervision

Perform other duties as required or assigned

Qualification

Member serviceBusiness developmentCash handlingLoan processingOnline banking knowledgeCommunication skillsTeamworkIntegrity

Required