Financial Service Representative - Sandy Branch
Company: UFirst Credit Union
Location: Sandy
Posted on: May 16, 2022
Job Description:
Hours: 9:00 am - 6:00 pm, Monday - Friday w/some SaturdaysPay:
$17.00/hr., depending on experience.The experience you need to
succeed:
- 6 months to twelve months similar or related experience
preferred, not required.
- Excellent commination skills.
- A High School diploma or equivalent G.E.D.
- Working knowledge to Microsoft Word/Excel.What you'll do:
- Will be responsible for performing duties as assigned in the
MSR, and platform employee duties.
- Create relationships with our members to ensure their needs are
met.
- Ensure a high level of member service is achieved and
maintained.
- Makes outbound calls for onboarding and relationship
calls.
- Develop and maintain new and existing member
relationships.
- Offer solutions for members' financial needs by cross-selling
products and services
- Receive and accurately process member financial
transactions.
- Be highly knowledgeable of all Credit Union products and
services.
- Examine checks presented and determine hold requirements.
- Balance cash drawer and daily transactions.
- Answer basic inquiries regarding interest rates, fees and
account histories while complying with disclosure requirements,
regulations and privacy policies.
- Buy and sell currency from the vault as necessary ensuring
teller drawer cash limits are not exceeded.
- Refers members that have Real Estate, Commercial Loan, and
Wealth Management needs.
- Follows Member Service Roadmap - Interviews members, provides
financial solutions.
- Acquires necessary documentation to support loan
application.
- Provide all information and documents needed for loan decisions
honestly and accurately.
- Follow (3-2-1 Contact) on-boarding member interactions with
thank you notes and phone calls.
- To process deposits, payments, withdrawals, cashed checks, etc.
and perform miscellaneous operation duties accurately and
efficiently in accordance with established policies and
procedures.
- Comply with all regulations as required by law, including but
not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation
CC (funds availability), Regulation DD (TIS) and other regulations
as required by law as it relates to his/her position.
- Assist in the hiring of team members, training, coaching,
mentoring, counseling, and evaluating of team members.
- Assist in the operational functions of the branch, which
includes: assist in vault balancing, ordering Money, conducting
monthly teller audits.
- Work with the management to set branch schedule (includes
lunches).
- Ensure all Credit union policies and procedures are
followed.Your Purpose will be:Every employee is responsible for
fulfilling our Mission Statement: To improve the financial
well-being of our members, while providing world class service.The
person in this position of Financial Service Representative will
function in various roles depending on the need of the branch, like
the duties of a Member Service Representative (MSR), or platform
representative. This position may fill in for Branch Management on
a temporary basis. This person will help members by processing
transactions, identifying members needs and finding solutions. This
person will have a consistent focus to increase member satisfaction
and account retention by giving world class service.Perks for you:
- Opportunity for advancement and career growth.
- Ongoing paid training opportunities.
- 12 paid holidays and paid time off.
- Affordable health insurance options for all employees.
- Flexible Spending and Dependent Care accounts.
- 14.47% 401(k) contribution (no matching necessary).
- Credit Union benefits including discounts on credit card
interest rates and discounts on mortgage loan fees.Get to know
UFirst Credit Union:The UFirst Credit Union, previously known as
University Credit Union, is a full-service financial co-operative,
serving the needs of over 100,000 member-owners and their
communities in Utah. Established at the University of Utah, UFirst
Credit Union provides the best rates and service on whatever
products its members need whether it's a mortgage, auto, or
commercial loan.Our vision is, "Making the difference to every
member, every day!" This is not only accomplished through the
world-class service we strive to provide to each member, but also
through our ongoing community outreach projects. The Credit Union
is also making the difference to our employees by encouraging
ongoing development and continued opportunism for advancement.
Keywords: UFirst Credit Union, Sandy , Financial Service Representative - Sandy Branch, Sales , Sandy, Utah
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