Financial Services Representative jobs in United States
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1st United Credit Union · 12 hours ago

Financial Services Representative

position5901 Gibraltar Drive, Pleasanton, CA
timeFull-time
remoteOnsite
seniorityEntry Level
money$24/hr - $27/hr
date1+ years exp

1st United Credit Union is committed to improving the quality of life for its members and communities. The Financial Services Representative will consult with members to identify needs, recommend products and services, and ensure timely completion of transactions.

BankingCreditFinancial Services

Responsibilities

Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes
Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed
Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
Other duties as assigned

Qualification

Financial transactionsCustomer serviceMS Office SuiteProblem-solvingAnalytical skillsCommunication skillsOrganizational skillsDetail oriented

Required

One to three years of relevant experience
Excellent written and oral communication skills
Strong organizational, problem-solving, and analytical skills
Detail oriented
Basic knowledge of MS Office Suite
High School diploma or equivalent

Benefits

Job training
Skill development
Opportunity to grow

Company

1st United Credit Union

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1st United Credit Union aims at credit, loan, banking and financial services.
dateFounded in 1932
location
Pleasanton, California, USA
people-size51-200 employees
web-link
https://www.1stunitedcu.org/

Funding

Current Stage
Growth Stage

Leadership Team

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Steve Stone
President/CEO
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Joanna Uhl
CIO
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Company data provided by crunchbase