Copper State Credit Union · 17 hours ago
Personal Financial Consultant I
Goodyear, AZ
Full-time
Onsite
New Grad, Entry Level
$17/hr - $17/hr
0+ years expCopper State Credit Union is a dedicated financial cooperative that has been serving members since 1951. They are seeking a Personal Financial Consultant I to process financial transactions, assist with member inquiries, and actively cross-sell credit union products and services while providing exceptional member service.
Financial ServicesLendingNon Profit
Responsibilities
Process cash and non-cash financial transactions such as payments, transfers, withdrawals, incoming and outgoing wire transfer requests, stop payments on share draft and credit union checks
Balance cash drawer daily to assure accuracy in transactions and notify management regarding any outages
Assist with vault counting, balancing, and the ordering of cash. Balance night drop, branch, ATMs, money orders, etc
Actively cross-sell credit union products and services, making recommendations to members, and, if appropriate, referrals to business partners including consumer lending, mortgage lending, and financial advisors. Make contact with existing members to proactively seek new memberships, increase sales opportunities and provide follow-up service
Respond to member inquiries regarding credit union services and/or account discrepancies. Obtain and route necessary information to support departments for extensive account research and/or adjustments. Work closely with other departments in obtaining information and ascertaining necessary corrections. Coordinate a response to member inquiries and ensures prompt answers
Qualification
Required
Requires education equivalent to a four-year high school education or general education degree (GED)
Previous work experience required
Professional well developed interpersonal skills essential for servicing credit union members and projecting a positive image as representative for the credit union
Requires sound and accurate judgment
Requires excellent interviewing and interpersonal skills, ability to listen to members' needs and promote appropriate credit union products and services
Knowledge of PC applications including Word and Excel required
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
Preferred
Some post-secondary education preferred
At least 6 months of customer service and/or cash handling experience strongly preferred
Experience with automated core banking system preferred
Experience utilizing smart phone and tablet applications preferred
Company
Copper State Credit Union
Copper State Credit Union is a non-profit personal and business banking products provider.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
David Skilton
Senior Vice President / Chief Financial Officer
Gregory Albano
Senior Vice President/CIO
Recent News
2024-03-21
PRNewswire
2024-03-18
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