Regional Financial Service Associate - Androscoggin
Company: Five County Credit Union
Location: Lewiston
Posted on: October 10, 2024
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Job Description:
TITLE Regional Financial Service Associate - AndroscogginEOE
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 $19.21 to $19.71 with
step progression Five County Credit Union is looking for friendly
candidates who enjoy working with people, are eager to learn, and
are excited for personal skill development and career
growth.Successful candidate must be dependable, organized,
self-motivated, excellent communication skills, work as a team, and
most importantly willingness to travel to branches as needed. Home
branch will be out of Lewiston & will include Saturday Auburn
rotation 9-3.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: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.Demonstrate the ability to
successfully perform all functions and responsibilities expected of
a Service Associate 2.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.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.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 8/27/2024 TITLE Regional
Financial Service Associate - AndroscogginEXEMPT/NON-EXEMPT
Non-Exempt LOCATION ME, LewistonPI39c54c9c4d86-25660-35407170
Keywords: Five County Credit Union, New England , Regional Financial Service Associate - Androscoggin, Accounting, Auditing , Lewiston, Northeast
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