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Financial Services Representative I - Floater
Member Services
Position Summary:
The Financial Services Representative I/Floater will assist and provide coverage for all of the Meriwest Credit Union Financial Centers as needed. The Floater schedule can vary frequently and this position requires adaptability based on the needs of the branches. Provides personalized service to members in order to attract, enhance, and retain member relationships. Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Further enhances these relationships through the cross-selling of products and services to meet all the members’ Financial needs. Knows the detailed features and benefits of all products and services available and presents them in a professional manner.
Essential Duties and Responsibilities:
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Please note: this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Minimum Qualifications:
Do you want to be valued as an employee?
Employees are Meriwest’s most valuable resource. We provide competitive wages and a supportive environment that promotes career advancement. Meriwest utilizes a grading system to determine salary ranges for all positions. Each grade is assigned a salary range which consists of a minimum, midpoint, and maximum rate. The Financial Services Representative I (Floater) position is a Grade 6.
*The target range for entry in a new position is between the minimum and midpoint of the range, depending on experience and qualifications.
We also offer an excellent, fully comprehensive benefits program, including:
Meriwest is an equal opportunity employer that is committed to inclusion and diversity. All qualified applicants will receive consideration for employment. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics.
Full Time
Banking
$59k-83k (estimate)
04/15/2023
05/30/2024
meriwest.com
SAN JOSE, CA
200 - 500
1961
JOHN SOUZA
$50M - $200M
Banking
Meriwest Credit Union delivers financial value to individuals and small businesses in the Greater Bay Area of California and Tucson, AZ. We provide to those who are seeking above market rates on deposits, low loan rates, lower fees, product options and an experience that makes you feel confident about your decision to do business with us. If you need a reference, just ask our members! More than one-third of our new members are referred from members who consistently rate us high in service and have rated the interaction with our employees as their greatest source of satisfaction. Meriwest membe...rs enjoy the security of banking with an organization that's established, financially sound and has a strong local heritage. Our 1st Time Home Buyers Assistance program allows home buyers the opportunity to find their perfect first home. With online approvals in just a short time, they enjoy the peace of mind of knowing exactly what they can afford and have been approved for. Meriwest's FLOW account helps teens and young adults manage money through an individual experience. Meriwest's Business Banking brings a personalized banking experience to local small businesses through benefits scarcely offered such as: Free business checking Premier business interest checking CRE and Commercial Loans Meriwest offers the convenience and comfort of banking where you will always receive a welcoming experience. Our members enjoy banking at financial centers that feel more like home as we feature: Complimentary Peet's coffee No teller lines Financial news and offers Access to a cybercaf Mobile Banking Because Meriwest is networked with other credit unions you can conduct your transactions at a location convenient to you. Or if you prefer, you can use our Online or Mobile banking services for anytime account access. All good reasons to break free from your bank and join the move to Meriwest. Find a Financial Center: www.meriwest.com/locations
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