Financial Service Associate
Company: Five County Credit Union
Location: Auburn
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 to $19.21 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 6/5/2024 TITLE Financial
Service AssociateEXEMPT/NON-EXEMPT Non-Exempt LOCATION ME,
AuburnPI8d510a001082-25660-34604630
Keywords: Five County Credit Union, New England , Financial Service Associate, Accounting, Auditing , Auburn, Northeast
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