Roaming Personal Financial Representative I

CapEd Credit Union • Boise, ID

17d • $22

About The Position

The Roaming PFR I promotes member financial well-being through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, account maintenance and/or troubleshooting, assists with new memberships and various account and lending offerings, and educates members on Credit Union products and services. The pay for this position is $21.96 an hour. This position will be required to travel to all CapEd locations, excluding Twin Falls

Requirements

• One year to three years of similar or related experience.
• Position requires excellent communication and interpersonal skills.
• Must have experience using computers and MS Office software.
• A high school education or GED.

Responsibilities

• Assists members, guest members and potential members with their account inquiries, performs cash and non-cash transactions and account maintenance while actively listening to and inquiring about needs with the objective of providing the ultimate member experience and value-added solutions.
• Assists members and potential members with new credit union memberships, consumer account and consumer lending inquiries.
• Opens, closes, converts and/or maintains member accounts, receives and processes applications for all consumer lending offerings with the objective of enriching the member experience and deepening their relationship with CapEd.
• Resolves complex member inquiries with a focus on our Brand Promise while utilizing and adhering to company policies.
• Researches and explores potential solutions to provide alternatives for members. Follows escalation processes to direct members to appropriate team member as needed.
• Balances cash, checks and completes daily transactions, account maintenance, and loan applications with minimal errors.
• Maintains expert knowledge of all credit union products, services, and promotions.
• Contributes to efficient Credit Union operations by performing other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 51-100 employees