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Job Summary:
The primary purpose of this position is to assist Highmark Credit Union in living out our Mission, “To educate and inspire our Highmark family so that all can achieve success.” This is done by providing outstanding service to both internal and external members. A key component of this service is to identify the needs of each member you assist and suggest the credit union products and services that will improve their financial life.
In addition, assists members and potential members with their financial needs, opens and closes membership accounts, savings and checking accounts, processes account transactions, resolves problems, and provides assistance and information regarding products and services in-person or by telephone, mail, email, or other electronic means.
Essential Functions:
Professional Behavior:
Physical Demands/Work Environment:
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. This position is sedentary with some standing and walking required. Employee must be able to talk and hear and must be able to life up to 10 pounds.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Qualifications:
Full Time
$34k-42k (estimate)
01/10/2023
05/01/2024
The job skills required for Personal Financial Associate include Customer Service, Problem Solving, Background Check, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Financial Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Financial Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Personal Financial Associate positions, which can be used as a reference in future career path planning. As a Personal Financial Associate, it can be promoted into senior positions as a Bookkeeper, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Financial Associate. You can explore the career advancement for a Personal Financial Associate below and select your interested title to get hiring information.