Full-Time Financial Services Representative - Livermore
Full-Time Financial Services Representative - Livermore
1st United Credit Union
Livermore, CA
See who 1st United Credit Union has hired for this role
Let's get you a career.
We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!
At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.
Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.
Primary Responsibilities:
1st United Credit Union is an Equal Opportunity Employer
We believe in our employees, and we want them to believe in us. That’s why we provide job training, skill development, and the opportunity to grow with us!
At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.
Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.
Primary 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
- Must be available to work on Saturdays
- Excellent written and oral communication skills
- Strong organizational, problem-solving, and analytical skills
- Detail oriented
- Basic knowledge of MS Office Suite
- This position requires at least one year of similar customer service experience
- High School diploma or equivalent
1st United Credit Union is an Equal Opportunity Employer
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at 1st United Credit Union by 2x
See who you knowGet notified about new Financial Services Representative jobs in Livermore, CA.
Sign in to create job alertSimilar jobs
People also viewed
-
Capital Markets Associate
Capital Markets Associate
-
Private Equity Associate
Private Equity Associate
-
Mortgage Processor
Mortgage Processor
-
Credit Associate
Credit Associate
-
Private Equity Associate
Private Equity Associate
-
Virtual Assistant - Earn 18 to 21 Hourly - No Degree Required - Remote | WFH
Virtual Assistant - Earn 18 to 21 Hourly - No Degree Required - Remote | WFH
-
Private Equity Associate
Private Equity Associate
-
Credit Investment Associate
Credit Investment Associate
-
Investment Associate
Investment Associate
-
Mortgage Processor
Mortgage Processor
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub