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51 Financial Service Representative Jobs in Boise, ID

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Financial Service Representative
$44k-62k (estimate)
Part Time | Banking 1 Month Ago
Save

Goldenwest Credit Union is Hiring a Financial Service Representative Near Boise, ID

WHO WE ARE

Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage, annual bonus and a generous incentive/commission schedule. We provide outstanding benefits, including:

  • Paid time-off (we pay you to take 21 days off!)
  • Tuition reimbursement (we pay for your tuition cost, up to the IRS maximum!)
  • Retirement (we pay 100% of your pension and match your 401K!)
  • And many, many more…

If what we offer interests you and you are committed to being part of an extraordinary team, apply now! We’d love to create a mutually beneficial partnership!

WHAT WE LOOK FOR

Ideal candidates will exhibit an energetic, friendly and positive attitude! We are looking for people who believe in doing the right thing, want to make a lasting impact, strive to be better every day and aren’t afraid to grow! We are an organization of people helping people!

Key Competencies

  • Strong ability to think critically and solve problems.
  • Timely and meticulous attention to verbal and written communication.
  • Devotion to earning and maintaining member trust.
  • Attentiveness to professionalism in appearance and action.

WHAT YOU CAN EXPECT

Our Financial Service Representatives eagerly assist members and prospective members with currency transactions, opening new accounts, and consumer loan needs.

Location, Schedule Availability & Salary Information

  • Boise, Idaho
  • Monday through Friday 8:30 AM – 5:30 PM, rotating Saturdays 8:30 AM – 2:30 PM
  • Part-time, 25 hours per week
  • Guaranteed Base Wage Bonus Incentive

Essential Duties & Responsibilities

  • Cultivate and effectively manage long-term, trusting relationships.
  • Complete teller transactions.
  • Open new accounts.
  • Process consumer loan applications.
  • Assist members by phone while business is being developed.
  • Pair corresponding credit union products and services with members’ financial needs.
  • Provide consistent member follow-up.
  • Comply with all regulations as required by law.
  • Actively participate in continuing education related to credit union career development.

Experience, Education & Certification

  • High school diploma required
  • Prior retail or consumer lending experience is preferred

Job Type: Part-time

Benefits:

  • 401(k) matching
  • Health insurance
  • Paid time off
  • Tuition reimbursement

Schedule:

  • Day shift
  • Monday to Friday
  • Weekends as needed

Experience:

  • Cash handling: 1 year (Preferred)
  • Customer service: 1 year (Preferred)

Ability to Relocate:

  • Boise, ID 83702: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Part Time

INDUSTRY

Banking

SALARY

$44k-62k (estimate)

POST DATE

03/15/2023

EXPIRATION DATE

07/18/2024

WEBSITE

gwcu.org

HEADQUARTERS

SALT LAKE CITY, UT

SIZE

100 - 200

FOUNDED

1936

TYPE

NGO/NPO/NFP/Organization/Association

CEO

BRIAN HANSEN

REVENUE

$10M - $50M

INDUSTRY

Banking

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About Goldenwest Credit Union

Goldenwest Credit Union is a provider of financial products, services and insurance throughout the state of Utah.

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The job skills required for Financial Service Representative include Customer Service, Cash Handling, Products and Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Service Representative. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Service Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals, and ensure that clients are satisfied with their purchases.

02/04/2022: Santa Cruz, CA

Maintain comprehensive knowledge of all services and products and update all request on development needs.

01/02/2022: Boise, ID

Provide efficient sales and services to customers and monitor sales for all referral objectives.

03/22/2022: Duluth, MN

A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

01/12/2022: Chillicothe, OH

To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

03/20/2022: Springfield, OR

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

02/12/2022: Cheyenne, WY

Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

01/22/2022: Lorain, OH

Step 3: View the best colleges and universities for Financial Service Representative.

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