Financial Service Associate
Company: Five County Credit Union
Location: Scarborough
Posted on: October 2, 2024
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Job Description:
TITLE Financial Service AssociateEOE STATEMENT We are an equal
employment opportunity employer. All qualified applicants will
receive consideration for employment without regard to race, color,
religion, sex, national origin, disability status, protected
veteran status or any other characteristic protected by law. PAY
RANGE $18.71-$19.21 Per Hour with step progression Five County
Credit Union is looking for professional problem solvers who enjoy
working with people, are eager to learn, and are excited for
personal skill development and career growth. No experience needed.
Paid training. Candidate will be responsible for providing a
variety of services related to help meet our members' financial
needs with a focus on transactions, new accounts, and introductory
loan processing. This includes answering member questions regarding
products and services while seeking opportunities to upsell and
assist members with their financial concerns. Incumbent is
responsible for helping meet credit union growth objectives,
building relationships with our members, and evaluating new account
requests. While successful candidates should demonstrate
professionalism, attention to detail, and dependability, we will
train you when it comes to the daily skills needed, including
maintaining records, ensuring confidentiality and compliance with
applicable policies and regulations, and referring helpful products
and services to our membership, along with performing other duties
as needed. Flexibility is important. The company's hours of
operation are Monday through Friday 8:30am to 7:00pm and Saturday
9:00am to 3:00pm. We are closed on Sundays in all locations. This
is a full-time position with benefits. We are open most holidays
and for those holidays that you work you would receive double time.
We are closed as a company on Memorial Day, Independence Day,
Thanksgiving Day, and Christmas Day therefore you will never be
asked to work those four holidays. Saturdays are scheduled on a
rotation. The successful candidate will have a positive, friendly,
professional attitude and appearance. People oriented, helpful and
open to new ideas and change. Reliable transportation and
attendance are a must. Basic math and computer skills are
necessary. Five County Credit Union is an equal opportunity
employer, and we are committed to the health and well-being of our
staff and members. POSITION REQUIREMENTS ESSENTIAL FUNCTIONS of a
FINANCIAL SERVICE ASSOCIATE: Assist members with a variety of
account requests, resolutions, and inquiries including, but not
limited to, adding or removing owners, account changes, and service
set ups. Assume responsibility for the efficient and accurate
performance of front-line operation and account functions including
transaction processing and new account services to members.
Actively identify and successfully cross sell products and services
that contribute to the financial well-being of members. Accurately
prepare and open new consumer accounts, identify and collect
required documents needed for each account type opening, and
onboard the new member with a suite of products. Process account
applications in accordance with credit union policies including
performing all required and regulatory verifications. Able to open
and close sub accounts, including certificates, money markets,
clubs and SHIP accounts, and explain the account features and
benefits to members. Open and explain features of tax advantaged
accounts such as IRAs and HSAs. Demonstrate the knowledge and
ability to perform introductory loan functions such as keying loan
applications and discuss general rate and term information with
members. Assist with balancing, posting, troubleshooting, and
auditing of ATMs, ITMs, and cash recyclers. Maintain knowledge of
the payroll process for direct deposit and payroll deductions.
Demonstrate and maintain the ability to independently locate and
utilize available resources when resolving common member issues.
Refer non-standard transactions or issues to the supervisor for
assistance. Respond to changes in organizational needs in a
positive manner, while performing all other tasks as needed.
PERFORMANCE EXPECTATIONS of a FINANCIAL SERVICE ASSOCIATE: Ensure
confidentiality and preservation of member records, transactions,
and company assets. Ensure all activity complies with applicable
policies and regulations. Be depended upon to perform all duties as
scheduled, accurately and efficiently. Foster and maintain
effective collaborative relations within the department and with
other departments. Represent the credit union in a positive and
professional manner to the members, other credit unions, industry
affiliates, the community, and all media channels including social
media. PHYSICAL DEMANDS of a FINANCIAL SERVICE ASSOCIATE: The
physical demands described here are representative of those that
must be met by an employee to successfully perform the essential
functions of this job. Reasonable accommodation may be made to
enable individuals with disabilities to perform the essential
functions. While performing the duties of this job, the employee is
regularly required to stand for extended periods; use hands to
finger, handle, or feel; reach with hands and arms; and talk or
hear. The employee must be able to speak and hear distinctly.
Specific vision abilities required by this job include close
vision, color vision, and ability to adjust focus. The employee is
required to stand, sit and walk; sometimes to climb or balance;
stoop, kneel, crouch, or crawl. The employee must occasionally lift
and/or move up to 30 pounds. WORK ENVIRONMENT of a FINANCIAL
SERVICE ASSOCIATE: The work environment characteristics described
here are representative of those an employee encounters while
performing the essential functions of this job. All essential
functions are performed in an office setting. Temperatures in the
climate-controlled office may fluctuate. Work area is sometimes
noisy due to multiple member transactions. The noise level in the
work environment is usually moderate. Employee may not be able to
easily leave work area unless for a scheduled break. MENTAL DEMANDS
of a FINANCIAL SERVICE ASSOCIATE: The mental demands for this
position include: the need to be alert to member needs, to be
resourceful in solving member problems, and to be precise when
updating member accounts. The employee must be able to deal with
people effectively under adverse and/or stressful conditions,
occasionally be persuasive, use judgment, and exhibit patience.
FULL-TIME/PART-TIME Full-Time OPEN DATE 9/17/2024 TITLE Financial
Service AssociateEXEMPT/NON-EXEMPT Non-Exempt LOCATION ME,
ScarboroughPIf306fe955cfc-25660-35580531
Keywords: Five County Credit Union, New England , Financial Service Associate, Accounting, Auditing , Scarborough, Northeast
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